Wilfred Henderson has been an investment adviser representative at Legacy Wealth Management since August 2024, and is not listed among the firm’s executive officers or direct owners. Wilfred Henderson holds a BBA in International Finance and Economics from Loyola University.
Legacy Wealth Management, LLC is a Ridgeland, MS firm with $459M under management, 97 clients and 3 advisers in one office, as of its July 2026 filing.
Wes Henderson is Managing Director & Senior Portfolio Manager of Legacy Wealth Management, LLC. He began his career in the financial services industry in 1995, with nearly three decades of experience across buy-side and sell-side roles, working with institutional clients, high-net-worth and ultra-high-net-worth individuals, and family offices. His background includes portfolio management, manager selection, analytics and research. He joined Legacy Wealth Management in 2024.
Wilfred Henderson’s longest registration was 16 years at UBS Financial Services Inc. (2007–2024). Before joining Legacy Wealth Management in 2024, Wilfred Henderson was registered through UBS Financial Services Inc. and Charles Schwab & Co., Inc.
- – present · 2 yearsRidgeland, MS · Adviser representative · Firm CRD 304659
- UBS Financial Services Inc.– · 16 yearsJackson, MS · Adviser representative · Firm CRD 8174
- Charles Schwab & Co., Inc.– · 3 yearsRidgeland, MS · Adviser representative · Firm CRD 5393
- Logan Partners Incorporated– · 3 yearsMadison, MS · Adviser representative · Firm CRD 113281
Investment adviser representative registrations
Wilfred Henderson is registered as an investment adviser representative in 3 states. Each was approved in August 2024.
- LouisianaSince 27 August 2024
- MississippiSince 13 August 2024
- TexasSince 13 August 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 4 December 2007 |
| Series 7 | General Securities Representative Examination | 16 April 1996 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 October 1995 |
| Series 52 | Municipal Securities Representative Examination | 22 September 1995 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Municipal Securities Representative Examination
- Full name
- Wilfred W Henderson
- CRD
- 2646260
- Firm
- Legacy Wealth Management · CRD 304659
- Office
- 300 CONCOURSE BLVD, SUITE 102, Ridgeland, MS 39157
- Registration
- Investment adviser registration
- In the industry since
- January 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mylegacy.ms
Where does Wilfred Henderson work?
Wilfred Henderson is an investment adviser representative registered through Legacy Wealth Management, LLC since August 2024, and is not listed among the firm’s executive officers or direct owners.
Is Wilfred Henderson a financial advisor?
Yes. Wilfred Henderson has a current investment-adviser registration in Louisiana, Mississippi and Texas, through Legacy Wealth Management since August 2024.
How many years of experience does Wilfred Henderson have?
Wilfred Henderson has 28 years in the financial industry, since January 1998, across 4 adviser firms.
What exams has Wilfred Henderson passed?
Wilfred Henderson has passed 4 licensing exams: the Series 52, Series 63, Series 7 and Series 66. The earliest, the Series 52, was passed in September 1995. FINRA credited Wilfred Henderson with the SIE, which began in October 2018.
Where did Wilfred Henderson work before Legacy Wealth Management?
Before Legacy Wealth Management, Wilfred Henderson was registered through Charles Schwab & Co., Inc., November 2003 to June 2007; Logan Partners Incorporated, February 2000 to December 2003.
Where is Wilfred Henderson based?
Wilfred Henderson’s registered office is in Ridgeland, MS.
Is Wilfred Henderson registered with FINRA?
No. Wilfred Henderson has no current broker registration.
How can I verify Wilfred Henderson’s record?
Search CRD 2646260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Wilfred Henderson’s full registration record.
