Chad HenryCRD 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 15 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.
Clear Perspective Advisors, LLC
Clear Perspective Advisors, LLC
|Forthright Fp / Good Alternatives||Sycamore, IL||Jul 2017 - Current||< 1|
|Forthright Financial Planning / Alt Strategies Group||Sycamore, IL||Dec 2016 - Current||1|
|Forthright Financial Planning / Mvp||Sycamore, IL||Dec 2016 - Current||1|
|Forthright Financial Planning / Capitas||Sycamore, IL||Dec 2016 - Current||1|
|Pl & Associates||Genoa, IL||Jun 2016 - Current||1|
|Raymond James Financial Services, Inc.||Sycamore, IL||Apr 2016 - Current||2|
|Raymond James Financial Services Advisors Inc.||Sycamore, IL||Apr 2016 - Current||2|
|Skyline Rentals LLC||Genoa, IL||Sep 2012 - Current||5|
|American Storage LLC||Dixon, IL||Jan 2006 - Current||12|
|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|
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
Total Assets Under Management81,239MILLIONS
Total Number of Accounts280,698ACCOUNTS
Average Account Value$289,416
- 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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