Unclaimed Profile

Henry Matthew Hernandez

GIMBAL FINANCIAL, LLC·FISHERS, Indiana

SIE, Series 7, Series 63, Series 65Clean record24 years registeredGIMBAL FINANCIAL, LLC

10100 LANTERN ROAD, SUITE 200, FISHERS, IN 46037CRD# 4339168Firm CRD# 159003

Profile Verification

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

Identity

Henry Matthew Hernandez · FISHERS, IN

Registration

CRD #4339168 · GIMBAL FINANCIAL, LLC · 24 years registered

Brand Profile

Not yet started

Career History

PRIVATE ADVISOR GROUP, LLC

Oct 2019 – present

GIMBAL FINANCIAL, LLC

Oct 2011 – Nov 2020

FISHERS, IN

LPL FINANCIAL LLC

Oct 2001 – Feb 2012

FISHERS, IN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · October 19, 2001

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GIMBAL FINANCIAL, LLC

CRD 159003 · SEC 801-110875

AUM

$210M

Regulatory assets under management

Employees

718 client accounts

Services offered by GIMBAL FINANCIAL, LLC

Per Form ADV

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

View all advisors at GIMBAL FINANCIAL, LLC →

Introduction

Speak with Henry

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Henry is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FISHERS?

Browse all registered financial advisors in FISHERS, Indiana or claim this profile if it's yours.

Browse FISHERS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Henry Matthew Hernandez offer?

Henry Matthew Hernandez specializes in Investment Management, Fee-Only Advisory. Contact their office in FISHERS, Indiana for a consultation.

What are Henry Matthew Hernandez's credentials?

Henry Matthew Hernandez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Matthew Hernandez located?

Henry Matthew Hernandez is based in FISHERS, Indiana, working with GIMBAL FINANCIAL, LLC. Their office serves clients in the FISHERS metropolitan area and surrounding communities.

How does Henry Matthew Hernandez charge for services?

Henry Matthew Hernandez's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GIMBAL FINANCIAL, LLC?

GIMBAL FINANCIAL, LLC has approximately 5 employees and manages $210M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →