LPL Financial
43yrs
Top advisor by experience in Fort Mill
2yrs
Simone Henry
Financial advisor at LPL Financial
Simone Henry is a fiduciary financial advisor in Fort Mill, South Carolina, with 2 years in the industry. Simone joined LPL Financial in 2024, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 568 advisors with offices in Fort Mill, and one of 549 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1055 LPL Way, Fort Mill, SC 29715
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.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowLPL Financial LLCCurrent firm
Contact Simone
(704) 733-3300LPL Financial main office 1055 LPL WayFort Mill, SC 29715Office · Get directions Facebook pageLPL Financial
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Simone
Tailored to Simone’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Simone
How do I contact Simone?
Call LPL Financial at (704) 733-3300 and ask for Simone Henry. Simone works from the Fort Mill, SC office.
How long has Simone been a financial advisor?
Simone has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Simone hold?
Series 66. Tap any license on this page to see what it allows.
Is Simone a fiduciary?
Simone is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Simone paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Simone 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.
Other advisors nearby
LPL Financial
43yrs
Top 1% by experience in Fort Mill
LPL Financial
43yrs
Top 1% by experience in Fort Mill
Kestra Advisory Services
43yrs
Top 1% by experience in Fort Mill
LPL Enterprise
41yrs
Top 1% by experience in Fort Mill
LPL Financial
39yrs
Top 1% by experience in Fort Mill