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Christine Henry

31 Years of Experience
Boca Raton, FL
Broker

Christine Henry is a registered investment advisor at RBC Capital Markets, LLC, based in Boca Raton, FL, with 31 years of industry experience. Christine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3777 advisors
IM Fee
Planning only
Assets Under Management
$310.4B

Fee Structure

RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.

One-Time Plan:$1,000 - $20,000
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Location

5355 Town Center Road, Suite 800, Boca Raton, FL, 33486

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
RBC Capital Markets, LLC
March 2020 - Present · 6 yrs 2 mos
RBC Capital Markets, LLCBroker
August 2019 - Present · 6 yrs 9 mos
RBC Capital Markets, LLC
August 2019 - Present · 6 yrs 9 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
November 2018 - August 2019 · 9 mos
Stifel, Nicolaus & Company, IncorporatedBroker
May 2011 - November 2018 · 7 yrs 6 mos
Janney Montgomery Scott LLCBroker
April 2003 - June 2011 · 8 yrs 2 mos
Prudential Securities IncorporatedBroker
November 2001 - April 2003 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
January 2000 - October 2001 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
March 1998 - December 1999 · 1 yr 9 mos
Prudential Securities IncorporatedBroker
July 1994 - March 1998 · 3 yrs 8 mos
Prudential Securities IncorporatedBroker
June 1994 - July 1994 · 1 mo
State Registrations39 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.