seller-profile

Bryn Henry

Guided Path Financial
5700 West Plano Parkway 2300

Plano , TX 75093

9727559000

Connect with Bryn

About Guided Path Financial

For most people, a comfortable retirement is an admirable aspiration, but unless you track, quantify, and attach a time frame to this aspiration, it rarely becomes an attainable goal. That is where I come in - I will help devise various savings and investing strategies unique to your needs, and we work together to achieve your financial goals . It is my passion to help others find financial freedom and independence by establishing clear goals and practicing financial discipline. As an independent advisor, I have no incentive to recommend only proprietary investment products, so you have the assurance that I am free to act only in your best interest. I provide access to a broad range of investment, retirement, and estate planning strategies. Backed by a team of dedicated professionals and a company committed to service and growth, I take a long-term relationship approach to working with my clients.

See Disclosures

General Information

Firm Start Year

1923

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelors of Business - Finance and Marketing

University of Texas
09/01/1988 -06/01/1993

Disclosures

FinancialPlanners.net provides referrals to financial professionals. FinancialPlanners.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialPlanners.net to make these referrals, resulting in a conflict of interest.

Commonwealth Financial Network ADV 2A
https://adviserinfo.sec.gov/firm/brochure/8032

Additional Detailed Disclosures
https://content.commonwealth.com/media/FinancialPlanners.net_Promoter_Disclosure_-_Bryn_Henry.pdf

Disclaimer

This communication is strictly intended for individuals residing in the states of AR, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IN, KS, LA, MD, MI, MN, MO, NC, NM, NV, NY, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks, including possible loss of the principal invested. Securities offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Advisory services offered through Guided Path Financial are separate and unrelated to Commonwealth.


Bryn Henry is dually registered as a registered representative and investment adviser representative of Commonwealth Financial Network. In these roles, Bryn Henry is able to offer two types of accounts: brokerage accounts and asset management accounts. When serving as your advisor on a brokerage account, Bryn Henry is required to act in accordance with the requirements of Regulation Best Interest (Reg BI). When serving as your advisor on an asset management account, Bryn Henry is required to act in a fiduciary capacity.