MH
MH

Mark Henry

20 Years of Experience
Birmingham, AL
Broker

Mark Henry is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, AL, with 20 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
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Location

2900 Highway 280, Suite 100, Birmingham, AL, 35223

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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

Mark is the Treasurer of the Charles R. and Sandra G. Henry Foundation, which provides college scholarships to military veterans. He dedicates minimal time to this role and also serves as the financial advisor for the foundation's account.

Employment History
Current Registrations
Raymond James & Associates, INC.Broker
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Raymond James & Associates, INC.
February 2013 - Present · 13 yrs 3 mos
Previous Registrations
Morgan Keegan & Company, INC.
January 2006 - February 2013 · 7 yrs 1 mo
Morgan Keegan & Company, INC.Broker
December 2005 - February 2013 · 7 yrs 2 mos
State Registrations21 states
ALCACOFLGAMAMDMIMNMSNCNHNVNYOHSCTNTXVAWAWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.