Chad Henry, financial advisor Sycamore IL
86 score

Chad Henry

CRD Number: 4534292
Current Firm: Raymond James Financial Services Advisors, Inc.

Chad Henry (CRD# 4534292) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Sycamore, IL and has over 14 years of experience in the finance industry. Chad Henry 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.

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Professional Designations
Company Name Location Dates Years
Raymond James Financial Services Advisors Inc. Sycamore, IL Apr 2016 - Current < 1
Raymond James Financial Services, Inc. Sycamore, IL Apr 2016 - Current < 1
American Storage LLC Dixon, IL Jan 2006 - Current 10
Sigma Financial Corporation Ann Arbor, MI Jun 2011 - Apr 2016 4
Spc Ann Arbor, MI Jun 2011 - Apr 2016 4
Robert W. Baird Rockford, IL Nov 2008 - May 2011 2
H&r Block Financial Advisors, Inc. St. Charles, IL Aug 2005 - Nov 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Jan 2006
Disclosure Information

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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Chad E. Henry
Phone Number: 727-567-5877
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Other
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, VI, VT, WA, WI, WV

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BADGES
86

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