James Henry, financial advisor Macon GA

James Henry

CRD Number: 4667480
Current Firm: Equitable Advisors, LLC

James Henry (CRD# 4667480) is an Investment Advisor Representative working at Equitable Advisors, LLC in Macon, GA and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Equitable Advisors, LLC New York, NY May 2003 - Current 20
Axa Advisors, LLC New York, NY May 2003 - Jun 2020 17
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2003
Contact Info for James R. Henry
Phone Number: 212-314-4600
Firm Website: http://equitable.com
Registered State(s):
  • AK
  • FL
  • GA
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    27,251
    MILLIONS
  • Total Number of Accounts
    77,076
    ACCOUNTS
  • Average Account Value
    $353,557
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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Data verified by both the advisor and the public regulatory data.

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