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Henry Persia

Raymond James Financial Services Advisors, INC
27 Years of Experience
Greensboro, NC
Broker
View SEC Summary
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Henry Persia is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 27 years of industry experience. Henry 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

5574-B Garden Village Way, Suite 1, Greensboro, NC, 27410

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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

Henry is the owner and president of Starboard Wealth Advisors, Inc., a branch support company for his RJFS practice, since 2013. He dedicates a few hours per week to this business.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
October 2013 - Present · 13 yrs
Raymond James Financial Services, INC.Broker
September 2013 - Present · 13 yrs 1 mo
Previous Registrations
UBS Financial Services INC.
May 2006 - October 2013 · 7 yrs 5 mos
UBS Financial Services INC.Broker
May 2006 - October 2013 · 7 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 2002 - May 2006 · 3 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1999 - May 2006 · 6 yrs 11 mos
State Registrations13 states
ALFLGAINMANCNYOHPASCTNVAWY
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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