Henry Roy
Henry Roy is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Mansfield, MA, with 31 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
20 Cabot Blvd, Ste 300, Mansfield, MA, 02048
Get directionsHistory
Regulatory History (3)
Customer Dispute
January 2009Customer Dispute
September 2008Customer Dispute
November 2006Other Business Activities
Henry teaches an "Investments" course at the Community College of Rhode Island and officiates youth ice hockey games, dedicating minimal time to each. He also owns 55% of R&L Financial Group LLC, taking more than full-time.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Evergreen Investment Services, INC.Broker
State Registrations28 states
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