HH
HH

Heather Henkaline

2 Years of Experience
Granville, OH
Broker

Heather Henkaline is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Granville, OH, with 2 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

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

1919 Lancaster Road, Granville, OH, 43023

Get directions

History

Regulatory History
Clean regulatory record

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

Heather works as an associate/employee for The Granville Investment Group, LLC, performing administrative duties and servicing accounts. This takes about half of Heather's time, including during trading hours.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
July 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services, INC.Broker
June 2023 - Present · 3 yrs 3 mos
State Registrations6 states
ALFLMIOHSCTN
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.
Heather Henkaline - Financial Advisor | TrueAdvisor