Russell William Henry

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

• 06/2002 → Present
  Raymond James Financial Services, Inc
  Auburn Hills, MI
• 07/2005 → Present
  Non-Variable Insurance
  Birmingham, MI
• 02/2007 → Present
  Financial Planning Partners Llc
  Birmingham, MI
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc.
  Birmingham, MI

Other Businesses

(1)Name of Business: Financial Planning Partners, LLC Address: 600 Adams Suite 220 Birmingham, MI 48009, Birmingham, MI, 48009, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 02/22/2007 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Cover business expenses (2)Name of Business: NA Address: 600 Adams Suite 220 Birmingham, MI 48009, Birmingham, MI, 48009, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION (3)Name of Business: Sand Key Capital Address: 343 Crooks Road, Clawson, MI, 48016, United States Activity Type: Real Estate Brokerage/ Agent or Development Position/Title: Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties:

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-14
• S63 Uniform Securities Agent State Law Examination
  1992-09-16

Other Names

• Russell W Henry