Meredith Walton Henry

Current Employers

Employment History

• 04/2016 → 10/2020
  Allianz Global Investors Distributors Llc
  New York, NY
• 04/2016 → 10/2020
  Allianz Global Investors U.S. Llc
  New York, NY
• 10/2020 → 07/2022
  Dws Distributors, Inc.
  Chicago, IL
• 08/2022 → 06/2025
  Lpl
  Walnut Creek, CA
• 08/2022 → Present
  Wealth Enhancement Brokerage Services
  Walnut Creek, CA
• 08/2022 → Present
  Wealth Enhancement Group
  Walnut Creek, CA
• 08/2022 → Present
  Wealth Enhancement Advisory Services
  Walnut Creek, CA

Previous Registrations

• 2014-10-23 → 2016-05-18
  Three Bell Capital Llc
  Dallas, TX
• 2012-11-12 → 2014-10-07
  Lord, Abbett & Co. Llc
  Jersey City, NJ

Other Businesses

WEALTH ENHANCEMENT ADVISORY SERVICES LLC - Investment Related Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 8/1/2022 - 160 Hours Per Month/140 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through WEALTH ENHANCEMENT ADVISORY SERVICES LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. WEALTH ENHANCEMENT GROUP - Non-Investment Related - Walnut Creek, CA - Insurance Agent - Start Date: 07/02/2025 - 5 hours/month, 5 hours spent during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2012-11-09
• S63 Uniform Securities Agent State Law Examination
  2007-07-13

Other Names

• Meredith W Henry
• Meredith Walton Henry
• Meredith Henry
• Meredith Walton Henry