Henry Joseph Persia

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

• 09/2013 → Present
  Raymond James Financial Services, Inc
  Greensboro, NC
• 09/2013 → Present
  Starboard Wealth Advisors, Inc.
  Greensboro, NC
• 10/2013 → Present
  Raymond James Financial Services Advisors Inc.
  Greensboro, NC

Previous Registrations

• 2006-05-19 → 2013-10-04
  Ubs Financial Services Inc.
  Greensboro, NC
• 2002-08-02 → 2006-05-24
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC
  Greensboro, NC

Other Businesses

(1)Name of Business: Starboard Wealth Advisors, Inc. Address: 5574-B Garden Village Way Ste 1, Greensboro, NC, 27410, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 09/09/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Owner of branch support company for RJFS practice

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-01
• S66 Uniform Combined State Law Examination
  1999-06-08

Designations

• Certified Financial Planner

Other Names

• Hank Persia
• Henry J Persia