Brett Rogers Henderson
Investment adviser representative at Consolidated Portfolio Review Corp
17 yearsExperience
2 statesRegistered in
$1.6BFirm assets
34 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Consolidated Portfolio Review CorpJun 2024 to now
- Vanderbilt Financial GroupJun 2024 to now
- Ifp Securities LLCApr 2020 to Jun 2024
- Independent Financial PartnersApr 2020 to Jun 2024
- Triad AdvisorsJun 2018 to Apr 2020
- Resources Investment AdvisorsMay 2018 to Apr 2020
- UBS Financial Services IncJan 2009 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Consolidated Portfolio Review Corp
$1.6BAssets managed
6,228Clients
57Advisers
34 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
- 4789321
- Firm CRD
- 112694