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CFP
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CFP

Paige Henry

Raymond James Financial Services Advisors, INC
31 Years of Experience
Dayton, OH
Broker
View SEC Summary
View SEC Summary

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. Paige 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.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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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 9 mos
Raymond James Financial Services, INC.
January 1999 - Present · 27 yrs 9 mos
Raymond James Financial Services, INC.Broker
January 1999 - Present · 27 yrs 9 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

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
No exam information available for this advisor.
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