Justin Henderson is a registered investment advisor at Osaic Wealth, INC., based in Lafayette, LA, with 19 years of industry experience. Justin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1318 Camellia Blvd., Suite 301, Lafayette, LA, 70508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Justin is the President of Capital Investment Advisors LLC, operating under Woodbury Financial, and dedicates significantly more than full-time hours to this. He is also a member of Hawthorne Management Group LLC, an LLC for purchasing and leasing residential real estate, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Capital One Financial Advisors LLC
Capital One Investment Services LLCBroker
Capital One Investments, LLCBroker
Essex National Securities, INC.Broker
Proequities, INC.Broker
State Registrations10 states
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.