RH
RH
Regan Henry
6 Years of Experience
Springfield, MO
1 DisclosureBroker
Regan Henry is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Springfield, MO, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
3010 E Battlefield St Ste A, Springfield, MO, 65804
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Regulatory History (1)
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Criminal
October 1998Final Disposition
Other Business Activities
Regan is an independent contractor/associate/employee for Pinnacle Advisors, which is their DBA for revenue from RJ. This activity requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
February 2020 - Present · 6 yrs 3 mos
Raymond James Financial Services, INC.
September 2019 - Present · 6 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 2019 - Present · 6 yrs 8 mos
State Registrations2 states
MOTX
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.