Henry Willingham Stephenson
Investment adviser representative at Woodmont Advisory Group, Inc.
51 yearsExperience
4 statesRegistered in
$91.9MFirm assets
8 yearsFirm in business
Are you Henry Willingham Stephenson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
51 years in the industry.
- Woodmont Advisory Group, Inc.Mar 1986 to now
- Henry W. Stephenson Financial AdvisorMay 1975 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 4 states (FL, LA, MS, TX).
Woodmont Advisory Group, Inc.
$91.9MAssets managed
298Clients
2Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2837435
- Firm CRD
- 112276