Michael Henry, financial advisor Palm Beach Gardens FL
93 score

Michael Henry

CRD Number: 4468076
Current Firm: Money Concepts Advisory Service

Michael Henry (CRD# 4468076) is an Investment Advisor Representative working at Money Concepts Advisory Service in Palm Beach Gardens, FL and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Money Concepts Capital Corp Palm Beach Gardens, FL Sep 2015 - Current 1
The Peoples Bank Co Coldwater, OH Sep 2015 - Current 1
Bohman Trucking, Inc. Russia, OH Jan 1997 - Current 19
Park National Bank Greenville, OH May 2013 - Apr 2015 1
Raymond James Financial Services, Inc. Greenville, OH Nov 2006 - Apr 2015 8
Raymond James Financial Services Advisors Inc. Greenville, OH Nov 2006 - Apr 2015 8
Second National Bank - Division Of The Park National Bank Greenville, OH Jul 2006 - Apr 2015 8
U.s. Bancorp Investments, Inc. Minster, OH Mar 2013 - Apr 2013 < 1
Raymond James Financial Services Advisors, Inc. Greenville, OH Jan 2009 - Mar 2013 4
Raymond James Financial Services Inc. Greenville, OH Sep 2006 - Mar 2013 6
Second National Bank Greenville, OH Jul 2006 - Mar 2013 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
Contact Info for Michael R. Henry
Phone Number: 561-472-2000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    1,181
    MILLIONS
  • Total Number of Accounts
    10,305
    ACCOUNTS
  • Average Account Value
    $114,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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