Blake Henry
Blake Henry is a registered investment advisor at LPL Financial LLC, based in Opelika, AL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
208 S 8th St, Opelika, AL, 36801
Get directionsHistory
Regulatory History (2)
Regulatory
January 2007Regulatory
August 2004Other Business ActivitiesSells Insurance
Blake operates under the DBA Railroad Investment Group for his LPL business and owns rental real estate. He also has several business entities for tax and investment purposes and is involved with multiple insurance brokerages, dedicating a few hours per week to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations23 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.