Unclaimed Profile

Henry Barret Ware

BRIDGEWORTH, LLC·BIRMINGHAM, Alabama

SIE, Series 2, Series 6, Series 7, Series 22, Series 63CFPClean record26 years registeredBRIDGEWORTH, LLC

101 25TH STREET NORTH, BIRMINGHAM, AL 35203CRD# 1242540Firm CRD# 164100

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry Barret Ware · BIRMINGHAM, AL

Registration

CRD #1242540 · BRIDGEWORTH, LLC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BRIDGEWORTH, LLC

BRIDGEWORTH WEALTH MANAGEMENT

Aug 2012 – Oct 2023

BIRMINGHAM, AL

LINCOLN FINANCIAL ADVISORS CORPORATION

Apr 2000 – Aug 2012

BIRMINGHAM, AL

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · April 25, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BRIDGEWORTH, LLC

CRD 164100 · SEC 801-76956

AUM

—

Regulatory assets under management

Employees

Total firm employees

Services offered by BRIDGEWORTH, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRIDGEWORTH, LLC →

Introduction

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Frequently Asked Questions

What services does Henry Barret Ware offer?

Henry Barret Ware specializes in Financial Planning, Investment Management.

What are Henry Barret Ware's credentials?

Henry Barret Ware holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Henry Barret Ware located?

Henry Barret Ware is based in BIRMINGHAM, Alabama, last registered with BRIDGEWORTH, LLC.

How does Henry Barret Ware charge for services?

Henry Barret Ware's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party manager fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BRIDGEWORTH, LLC?

BRIDGEWORTH, LLC is a registered investment adviser with the SEC. See their Form ADV for full details.

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