Barrett Henry
Barrett Henry is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in Kirkland, WA, with 14 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3500 Carillon Pt., Kirkland, WA, 98033
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Barrett is a financial advisor for Barrett Henry Insurance Advising, focusing on fixed life, disability, and long-term care insurance, dedicating minimal time. He also runs West Coast Investment Advisors as a sole proprietorship, managing investment portfolios and fulfilling insurance needs, which takes nearly full-time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
State Registrations16 states
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