Joseph Hendrix
Joseph Hendrix is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Oklahoma City, OK, with 11 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
4801 Gaillardia Parkway, Suite 200, Oklahoma City, OK, 73142
Get directionsHistory
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 Activities
Joseph is an associate/employee and officer (President) of Founded Wealth Planning, a support company for his Raymond James affiliation, since February 2024. This takes about half of Joseph's time, including about a quarter of his time during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Previous Registrations
Mariner Wealth Advisors
Mariner Wealth Advisors
State Registrations2 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.
Exams
More Advisors
- Michael GrantRaymond James Financial Services Advisors, INC
- Levi Wade, CFPRaymond James Financial Services Advisors, INC
- Bobby Neeley, ChFCRaymond James Financial Services Advisors, INC
- Douglas Brown, CFPRaymond James Financial Services Advisors, INC
- Stephen RimmerRaymond James Financial Services Advisors, INC
- Jason Hughart, CFPFourpath Capital Management, LLC