Bill Hendrix is a Financial Advisor in Brevard, NC, where He resides and serves his community. He has completed the Securities Industries Essentials exam and is licensed with investment registrations Series 7, Series 66, and Series 24 held through LPL. He also holds insurance licenses for Life and Health, as well as variable life & variable annuities. He is a CERTIFIED FINANCIAL PLANNER® Professional. This designation required completing hundreds of hours of rigorous courses, examinations, and ethical requirements, as well as a 6-hour comprehensive examination administered according to the Certified Financial Planner Board of Standards.
“I truly enjoy assisting clients in preparing for their retirement through utilizing the vast resources and financial minds offered by this firm. Every day I get to work with an exceptional team of professionals while getting to see the direct impact our services have, from helping clients with asset allocation decisions to considerations when naming beneficiaries.”
Bill is an Alumnus of The Citadel in Charleston, SC, and The Universidad de Alcalá in Madrid, Spain.
Away from the office, he can usually be found flipping houses, cycling, or fly fishing in Pisgah Forest with his wife Emily, son Benjamin, and dog Luna.
Asset allocation does not ensure a profit or protect against a loss.
Bill Hendrix, CFP ®