Henry Persia
Henry Persia is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greensboro, NC, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
5574-B Garden Village Way, Suite 1, Greensboro, NC, 27410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Raymond James Financial Services, INC.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations12 states
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