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Brian Daryl Henson

Advisor at Raymond James & Associates — Henderson, TN

Updated today

Credentials

CFP®, Series 63

Experience

25 years

Location

Henderson, TN 38340

Raymond James & Associates logo

Raymond James & Associates

Institution

Total advisors

5,810

Across 937 offices

Clients per advisor

88 Typical

Avg AUM per client

$788,879 Very High

HNW client ratio

19% Typical

About

Brian Henson is a CFP® professional with 25 years of industry experience, currently serving at Raymond James & Associates since 2024. He spent 24 years at Edward Jones prior to joining Raymond James. Outside of his advisory work, he co-owns rental real estate properties with his wife, managing some property operations with limited monthly involvement. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and public entities, offering financial planning and consulting services with a focus on tailored, non-discretionary investment advice supported by extensive research and multiple portfolio management options.

Client services

Based on Raymond James & Associates

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops
Please see note in schedule d - miscellaneous

Expertise

Based on Raymond James & Associates

General retirement planning Retirement income strategy Business succession planning

Occupation focus

Based on Raymond James & Associates

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fee available for planning services and SIMPLE IRA Employer Advisory & Consulting Services Program quarterly fixed fees.

Commissions

Commissions earned by financial advisors as registered representatives for brokerage transactions.

Project-based

Hourly Fees for planning and/or investment consultation services generally charged up to $400 per hour.

Other

Fee-only: Hourly fees generally up to $400 per hour; Fixed (flat) fees available for planning services.

Location

See office

Henderson, TN

134 East Main Street

Henderson TN 38340

Advisors at this office

2

Most active in

Tennessee · Texas

Work history

25 years of industry experience

Raymond James & Associates

2024 - Present • 2 years

Henderson, TN

Edward Jones

2000 - 2024 • 24 years

St Louis, MO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Scott O

CFP®, ChFC®

Henderson, TN

Cahill Financial Advisors, Inc.

Scott Oeth is a CFP® and ChFC® with Cahill Financial Advisors, Inc., where he has worked since 2006. He has 12 years of industry experience. Outside of his advisory role, he is co-owner and Head Guide of Bull Moose Patrol, LLC, an outdoor education and guided adventures business. Cahill Financial Advisors serves individuals, trusts, businesses, foundations, and retirement plans with investment advisory, financial planning, and retirement-plan consulting services. The firm employs a mix of fundamental, technical, quantitative, and qualitative analysis, emphasizes asset allocation and long-term holdings, and integrates specialized credentials such as CPA and attorney expertise within its team.

Retirement income strategy Executive Founder/Business Owner
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Billy B

ChFC®, Series 63

Jackson, TN

Silver Oak Securities, Incorporated

Billy Brown is a financial advisor at Silver Oak Securities, Incorporated with six years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Silver Oak Securities in 2021, he worked at Horace Mann and Horace Mann Investors Inc. from 2015 to 2021 and was involved with the Houston Levee Community Center from 2018 to 2022. Brown also provides personal financial counseling services to military service members and their families at the Tennessee Army National Guard Unit in Jackson, TN. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals, managing around $2.4 billion in discretionary assets. The firm offers a range of advisory programs predominantly focused on discretionary investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
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David E

Series 63, Series 65

Jackson, TN

Silver Oak Securities, Inc.

David Eblen II is a financial advisor with Silver Oak Securities, Inc. in Jackson, Tennessee, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has been with Silver Oak Securities since 2008 and has operated The Eblen Agency, focusing on insurance sales and planning, since 1997. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages about $2.4 billion in discretionary assets, offering a range of advisory programs with primarily discretionary, customized investment management tailored to client objectives and risk tolerances.

Charitable giving & philanthropy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet)
user avatar

William P

Series 66

Jackson, TN

Empower Advisory Group

William Patton is a financial advisor with Empower Advisory Group in Jackson, TN. He holds a Series 66 designation and has 11 years of industry experience, including 10 years at GWFS Equities, Inc. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to retail IRA and brokerage clients. The firm’s services integrate with Empower’s recordkeeping and administrative platforms and focus on long-term portfolio returns through point-in-time financial plans and managed account solutions.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Timothy D

Series 63

Jackson, TN

Independent Advisor Alliance, LLC

Timothy Dill is a financial advisor with Independent Advisor Alliance, LLC, holding a Series 63 designation and 26 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial. Outside of his advisory work, he is a manager and member of a family gospel group that tours nationally, and he owns a business selling and installing audio/video equipment for local churches and schools. Independent Advisor Alliance serves a diverse client base, including individuals, small businesses, charitable organizations, and retirement plans, providing asset management, financial planning, and retirement consulting services. The firm combines a network of independent advisory representatives with access to multiple portfolio management strategies and technology platforms to support client needs.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Tax strategies for small businesses Founder/Business Owner Retired
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Craig H

Series 66

Jackson, TN

LPL Financial

Craig Hellmer is a financial advisor with LPL Financial in Jackson, Tennessee, holding a Series 66 designation and 28 years of industry experience. He has been with LPL Financial since 2005. In addition to his advisory role, he acts in a fiduciary capacity outside of his primary responsibilities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning services, and access to model portfolios and research from multiple sources.

College savings (529s, UTMA, etc.)
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