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Featured Business Financial Advisor in Knoxville, TN
Knoxville Financial Advisors
VJH Concierge Financial Planning
325 Huxley Road
Knoxville, TN 37922
(865) 940-0278
“We go the extra step to insure your needs are met. ”
Advisor Profile
Vernon Henry
Name:  Vernon Henry
Phone Number:  (865) 940-0278
Website:  Visit Website
Disclaimer
#34 If client is home bound or has other challenges we will meet in their home! Case by case bases

About VJH Concierge Financial Planning

A large number of individuals claim to be Financial Planner, few really are. We take the time to find out who you are, what are your dreams, desires, fears, goals, wishes, we do this by listening and yes a few fact sheets! We are not the big name on the Street, I am the person you call when you have that money question at 8PM in the evening on Saturday, we are here for you and your family.

Financial planner, advisor / RIA, insurance, long term, retirement, etc.
 

General Information

Gender:    Male
CRD#:    2150529
Insurance License#:    Lic in 11 states
Name of Broker/Dealer:    Client One Securities
Name of Custodial Firm:    Pershing / TCA- Etrade
States Licensed in:    AZ, CA, FL, KS, MO, NM, OH, IA, TN, WA. CO.
States Willing to do Business in:    Any
Years of Experience in Financial Services:    30
Number of Years with Current Firm:    2
I work with the following types of clients:    Individual Investors, Non-Profit Organizations, Businesses, Investment Clubs
Foreign Languages Serviced:    Can provide marteials in different languages
 

Education

Academic Background
 
University of AZ Arizona State University
 

Services

Investment Types:    In managed accounts & Tax free investing, Commodities, Mutual Funds, FOREX & Currency, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    Via email, At my office, Via phone
 

Qualifications & Memberships

Securities Licenses:    Series 51, Series 63, Series 6, Series 22, Series 26, Series 65
Insurance and Annuity Licenses:    Disability, Annuity, Health, Variable Life, Life, Variable Annuity, Long Term Care
Financial Organization Memberships:    Million Dollar Roundtable
Non-Financial Organization Memberships:    Southeastern Rugby Referee Society
 

Compliance

Registered Investment Advisor:    Yes
Registered Representative:    Yes
Investment Advisor Representative:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation and Fees

Fee Structure:    I am a fee-based financial professional
Minimum Portfolio Size for New Managed Accounts:    25000
Compensation Methods:    Flat Fee, Based on Assets, Hourly, Commissions
Additional Details on Charges:    #39 AUM percentage fee's are dependent on the total size of portfilio #41 Charge for full Financial Plan
 
 
 

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