Ron HensonCRD Number: 2985160
Current Firm: Water Oak Advisors, LLC
Ron Henson (CRD# 2985160) is an Investment Advisor Representative working at Water Oak Advisors, LLC in Winter Park, FL and has over 19 years of experience in the finance industry. Ron Henson 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.
Ameriprise Financial Services, Inc.
American Financial Advisors Inc.
Retirement Wealth Advisors, Inc.
|Water Oak Advisors LLC||Winter Park, FL||Aug 2014 - Current||3|
|Schwab Private Client Investment Advisory, Inc.||Orlando, FL||Jan 2012 - Aug 2014||2|
|Charles Schwab & Company, Inc.||Orlando, FL||Apr 1999 - Aug 2014||15|
|Charles Schwab Bank||Orlando, FL||Feb 2005 - Dec 2011||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1998|
|S66||NASAA Uniform Combined State Law Examination||May 2007|
Total Assets Under Management1,448MILLIONS
Total Number of Accounts1,597ACCOUNTS
Average Account Value$906,512
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AL, CA, DC, FL, GA, MA, MD, ME, MI, MN, MS, NC, NE, NJ, OH, PA, SC, TN, TX, UT, VA