LPL Financial
47yrs
Top advisor by experience in San Diego
27yrs
Henry Redd
Financial advisor at LPL Financial
Based in San Diego, California, Henry Redd is a fiduciary financial advisor with 27 years of industry experience. Henry has been with LPL Financial since 2025; before that, Henry spent two years at Stonex Advisors and six years at Morgan Stanley. LPL Financial offers financial planning, investment management, and educational workshops and is paid through a percentage of assets, hourly fees, and flat fees.
One of 3649 advisors with offices in San Diego, and one of 3310 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience in San Diego
Office4707 Executive Dr, San Diego, CA 92121
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2025 – nowLPL Financial LLCCurrent firm
- 2021 – 2023Stonex Advisors Inc.Previously
- 2013 – 2019Morgan StanleyPreviously
Contact Henry
(704) 733-3300Firm headquarters in Fort Mill, SC. Ask for Henry. 4707 Executive DrSan Diego, CA 92121Office · Get directions Facebook pageLPL Financial
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Questions to ask Henry
Tailored to Henry’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Henry
How do I contact Henry?
Call LPL Financial at (704) 733-3300 and ask for Henry Redd. Henry works from the San Diego, CA office.
How long has Henry been a financial advisor?
Henry has been in the industry since 1999, about 27 years. Top 23% by experience in San Diego.
What licenses does Henry hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Henry a fiduciary?
Henry is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Henry paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Henry for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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