Ryan Lloyd Henderson

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2011 → 01/2017
  Fidelity Investments
  Thousand Oaks, CA
• 01/2017 → 04/2018
  The Estate Settlement Company
  Orlando, FL
• 04/2018 → 06/2020
  Creative Planning
  Orlando, FL
• 06/2020 → 02/2022
  Fourthought Financial, Llc
  Venice, FL
• 02/2022 → 01/2024
  Fidelity Brokerage Services Llc
  Altamonte Springs, FL
• 01/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Nokomis, FL
• 01/2024 → Present
  Four Pillars Financial Planning Group
  Nokomis, FL
• 01/2022 → 01/2024
  Fidelity Personal And Workplace Advisors
  Altamonte Springs, FL

Previous Registrations

• 2022-04-07 → 2024-01-11
  Fidelity Personal And Workplace Advisors
  Sarasota, FL
  Altamonte Springs, FL
• 2020-10-14 → 2022-01-18
  Fourthought Private Wealth
  Venice, FL
• 2018-04-20 → 2020-06-26
  Creative Planning
  Orlando, FL
  Overland Park, KS
  Sarasota, FL
• 2011-03-21 → 2017-01-27
  Strategic Advisers Llc
  Thousand Oaks, CA
  Burbank, CA
  Altamonte Springs, FL
• 2010-03-16 → 2011-02-18
  Chase Investment Services Corp.
  Saugus, CA
  San Luis Obispo, CA
• 2009-08-19 → 2010-02-01
  Directed Services Llc
  Des Moines, IA
  West Chester, PA
  Des Moines, IA
• 2005-07-28 → 2008-03-14
  Ameriprise Financial Services, Llc
  West Des Moines, IA
  Clive, IA

Other Businesses

(1)Name of Business: Four Pillars Financial Planning Group Address: 2440 Tamiami Trl N, Nokomis, FL, 34275-3475, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 01/22/2024 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: DBA

Exams

• S63 Uniform Securities Agent State Law Examination
  2022-03-26
• S66 Uniform Combined State Law Examination
  2004-07-27

Designations

• Certified Financial Planner
• Chartered Financial Consultant