HM
CFP
HM
CFP

Henry Mayer

29 Years of Experience
Lafayette, LA
Broker

Henry Mayer is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Lafayette, LA, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

1220 Camellia Blvd, Lafayette, LA, 70508

Get directions

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.

Learn about disclosures →
Other Business Activities

Henry is involved in several real estate ventures, including Dogris Properties LLC, Landiappe Property Partners LLC, and MK Lafayette Properties, dedicating minimal time to each. He also has passive ownership roles in FUGAZI LLC and MKLF, LLC.

Employment History
Current Registrations
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 7 mos
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
November 2004 - February 2013 · 8 yrs 3 mos
Morgan Keegan & Company, INC.Broker
March 1997 - February 2013 · 15 yrs 11 mos
State Registrations15 states
ALCACOFLGALAMEMSNYOKPATNTXUTVA
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.