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Lee Henderson

22 Years of Experience
New Orleans, LA
Broker

Lee Henderson is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Orleans, LA, with 22 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

636 Carondelet, New Orleans, LA, 70130

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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

Lee is an officer and treasurer for a non-profit organization, and also owns rental real estate property. These activities each take a few hours per week.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
June 2019 - Present · 6 yrs 11 mos
Raymond James Financial Services Advisors, INC
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2010 - June 2019 · 9 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2010 - June 2019 · 9 yrs 4 mos
Morgan Stanley Smith BarneyBroker
June 2009 - March 2010 · 9 mos
Morgan Stanley Smith Barney LLC
June 2009 - March 2010 · 9 mos
Citigroup Global Markets INC.
February 2005 - June 2009 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
January 2004 - June 2009 · 5 yrs 5 mos
State Registrations31 states
ALARAZCACOFLGAILINKYLAMAMDMIMOMSNCNMNVNYOHOKPARISCTNTXVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Lee Henderson - Financial Advisor | TrueAdvisor