PH
CFP
PH
CFP

Paige Henry

31 Years of Experience
Dayton, OH
Broker

Paige Henry is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Dayton, OH, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

313 E. Stroop Road, Dayton, OH, 45429

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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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Other Business Activities

Paige is a partner and owner of Circus House LLC, a rental real estate property, and the president and owner of Riegel Financial CPAs, Inc., where she works as an active CPA. She also owns Riegel Financial Investment Services LLC, dedicating minimal time to it as owner and branch manager.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
May 2007 - January 2009 · 1 yr 8 mos
Riegel & Associates
February 2003 - May 2007 · 4 yrs 3 mos
H.D. Vest Investment Securities, INC.Broker
December 1994 - February 1999 · 4 yrs 2 mos
State Registrations31 states
ALAZCACOCTDEFLGAHIIDILINKYMIMTNCNJNMNVNYOHPASCSDTNTXUTVAVTWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Paige Henry - Financial Advisor | TrueAdvisor