user avatar

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

5,796

Across 934 offices

Clients per advisor

89 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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

user avatar

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
user avatar

Billy B

ChFC®, Series 63

Jackson, TN

Silver Oak Securities, Inc.

Billy Brown is a financial advisor at Silver Oak Securities, Inc. based in Jackson, Tennessee, holding a ChFC® designation and Series 63 license with six years of industry experience. Prior to joining Silver Oak Securities in 2021, he worked with Horace Mann and Horace Mann Investors Inc. from 2015 to 2021. Outside of his advisory role, Brown provides personal financial counseling services to military service members and their families at a Tennessee Army National Guard unit. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, and other entities through a network of over 100 financial professionals. The firm offers a range of advisory programs with primarily discretionary investment management tailored to client objectives and risk tolerances.

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

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

Brent P

Series 63, Series 66

Henderson, TN

Forefront

Brent Peddy is a financial advisor at Forefront with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms, including Pruco Securities, LLC, and Prudential Insurance Company of America. Forefront Wealth Partners is a team-based advisory firm serving individual clients, business owners, and corporate clients with discretionary investment management and comprehensive financial planning. The firm uses customized portfolio strategies and offers estate-planning coordination, tax planning, and cash-management services through a multi-advisor structure.

Business exit / sale strategy Business ownership considerations Cash flow / budgeting Founder/Business Owner
user avatar

Gary C

CFP®, Series 66

Jackson, TN

Principal Financial Services

Gary Carter is a CERTIFIED FINANCIAL PLANNER™ professional with 10 years of industry experience. He is currently with Principal Financial Services and has held positions at Northwestern Mutual and Merrill Lynch, among others. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions through both adviser and promoter arrangements.

Retired Founder/Business Owner
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.)
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)