Judith Henry
Judith Henry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Marlborough, MA, with 27 years of industry experience. Judith is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
853 Donald Lynch Blvd, Marlborough, MA, 01752
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
Judith is doing business as Digital Investment Services through Digital Federal Credit Union, which is an entity for her LPL business. This activity is investment-related and takes up a full-time commitment.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Financial Network Investment Corporation
Financial Network Investment CorporationBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Shawmut Brokerage, INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- David Tinsley, ChFCCommonwealth Financial Network
- Donald Gaskell, ChFCVerus Capital Partners, LLC
- Benjamin Ramsey, CFPFaith and Family Wealth Management
- Kathryn Broy, CFPOsaic Wealth, INC.
- Stephen Zahka, CFPEdward Jones
- Justin Green, CFPAssist Fp