HA
CFP
HA
CFP

Henry Andrews

19 Years of Experience
Baton Rouge, LA
1 DisclosureBroker

Henry Andrews is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Baton Rouge, LA, with 19 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

7350 Jefferson Hwy, Suite 490, Baton Rouge, LA, 70806

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2014
Denied
Employment History
Current Registrations
Raymond James & Associates, INC.
April 2024 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.Broker
April 2024 - Present · 2 yrs 5 mos
Previous Registrations
J.P. Morgan Securities LLC
October 2012 - April 2024 · 11 yrs 6 mos
J.P. Morgan Securities LLCBroker
October 2012 - April 2024 · 11 yrs 6 mos
Chase Investment Services CORP.
July 2009 - October 2012 · 3 yrs 3 mos
Chase Investment Services CORP.Broker
October 2006 - October 2012 · 6 yrs
State Registrations20 states
ALCACOCTDCFLGAILKYLAMDMOMSNCNYPATNTXUTVA
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.
Henry Andrews - Financial Advisor | TrueAdvisor