Phillip HenryCRD Number: 5467275
Current Firm: Park Avenue Securities LLC
Phillip Henry (CRD# 5467275) is an Investment Advisor Representative working at Park Avenue Securities LLC in Maitland, FL and has over 8 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Guardian Life Insurance Co Of America||Maitland, FL||Aug 2013 - Current||4|
|Park Avenue Securities LLC||Maitland, FL||Aug 2013 - Current||4|
|Pershing LLC||Lake Mary, FL||Dec 2007 - Apr 2013||5|
|Unemployed||Orlando, FL||May 2007 - Nov 2007||< 1|
|Etour And Travel||Orlando, FL||Oct 2005 - Apr 2007||1|
|Revolutionary Technologies||Orlando, FL||Oct 2006 - Nov 2006||< 1|
|Etour And Travel||Orlando, FL||Jun 2005 - Sep 2006||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Feb 2014|
|S63||Uniform Securities State Law Examination||Apr 2009|
Total Assets Under Management6,646MILLIONS
Total Number of Accounts39,311ACCOUNTS
Average Account Value$169,065
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV