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Holly Nicole Henry

Advisor at LPL Financial — South Hatfield, AR

Updated today

Credentials

Series 66

Experience

5 years

Location

South Hatfield, AR 71945

LPL Financial logo

LPL Financial

Institution

Total advisors

22,816

Across 10,466 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Holly Henry is a Series 66 licensed financial advisor at LPL Financial with five years of industry experience. She has worked at LPL Financial since 2021 and was previously affiliated with the Christian Motorcyclists Association from 2012 to 2021. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a broad range of advisory and brokerage services. The firm supports a large network of advisors who utilize various investment strategies, model portfolios, and third-party management options.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Occupation focus

Based on LPL Financial

Retired Founder/Business Owner Executive

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Fee options

Fixed

Flat fees up to $15,000 for financial planning and consulting services

Project-based

Up to $500 per hour for financial planning and consulting services

Location

See office

South Hatfield, AR

4675 Us Hwy 71

South Hatfield AR 71945

Advisors at this office

1

Most active in

Arkansas · Texas

Work history

5 years of industry experience

LPL Financial, llc

2021 - Present • 5 years

Paris, AR

Christian Motorcyclists Association

2012 - 2021 • 9 years

Hatfield, AR

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

Virginia S

Series 63, Series 65

Mena, AR

Edward Jones

Virginia Sterner is a financial advisor with Edward Jones in Mena, Arkansas, holding Series 63 and Series 65 credentials and having 34 years of industry experience. She has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Christopher T

Series 66

Mena, AR

LPL Financial

Christopher Thrailkill is a Series 66-licensed financial advisor with LPL Financial, based in Mena, Arkansas, and has nine years of industry experience. His prior experience includes four years at Arvest Wealth Management and twelve years of service in the U.S. Army. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies supported by operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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William M

Series 66

Mena, AR

Edward Jones

William Miller is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Waste Management for 17 years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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