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Elise Mallory Henderson

Investment adviser representative at Spectrum Advisors, Inc.
11 yearsExperience
1 stateRegistered in
$160MFirm assets
4 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
  • Seminars and workshops

Experience

11 years in the industry.

  1. Spectrum Advisors, Inc.Sep 2026 to now
  2. Cx InstitutionalSep 2025 to Sep 2026
  3. Cd Wealth ManagementJun 2025 to Aug 2025
  4. Schuster Financial ServicesMay 2023 to May 2025
  5. Ouachita Baptist UniversityMay 2021 to May 2025
  6. Rock Bridge High SchoolMay 2017 to May 2021
  7. Gentry Middle SchoolAug 2015 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (TX).

Spectrum Advisors, Inc.

$160MAssets managed
308Clients
5Advisers
4 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
7984217
Firm CRD
114805
Advisor's SEC record (opens in a new tab)
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