Paul Henderson (CRD# 5170955) is an Investment Advisor Representative working at Heritage Road Advisors in Seattle, WA and has over 15 years of experience in the finance industry. Paul Henderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5925615
Securities America Advisors, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Heritage Road Advisors, Inc. | Seattle, WA | Mar 2021 - Current | 3 |
| One Day Wealth | Seattle, WA | May 2020 - Feb 2021 | < 1 |
| Laird Norton Wealth Management | Seattle, WA | Sep 2014 - May 2020 | 5 |
| Paracle Advisors, LLC | Mercer Island, WA | Nov 2007 - Aug 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2008 |
- AL
- WA
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts34ACCOUNTS
-
Average Account Value$206,050
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, WA
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