Paul Henry is a CFP-designated registered investment advisor at LPL Financial LLC, based in Auburndale, MA, with 31 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
307 Auburn St, Auburndale, MA, 02466
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Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Paul operates Village Financial Partners as a DBA for his LPL business since 2017. He also operates Village Wealth Management as a DBA for his LPL business since 2019, dedicating full-time hours to it, including some time during trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Citizens Securities, INC.
Citizens Securities, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations9 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.