Regan HenryCRD Number: 6899742
Current Firm: Raymond James Financial Services Advisors, Inc.
Regan Henry (CRD# 6899742) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Springfield, MO and has over 3 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Pension Consultants Inc.
|Pinnacle Advisors||Springfield, MO||Nov 2020 - Current||2|
|Raymond James Financial Services, Inc.||Springfield, MO||Jul 2019 - Current||3|
|Raymond James Financial Services, Inc.||Springfield, MO||Jan 2018 - Jul 2019||1|
|Self Employed||Kansas City, MO||Aug 2013 - Dec 2017||4|
|University Of Missouri||Kansas City, MO||Jan 2012 - Aug 2013||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2020|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management245,249MILLIONS
Total Number of Accounts932,793ACCOUNTS
Average Account Value$262,919
- 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
- Pension consulting services
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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