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Paul Andrew Henderson

Paul A. Henderson

HERITAGE ROAD ADVISORS
Seattle, WA 98199
Some features on this profile are disabled
CRD#: 5170955
Paul Andrew Henderson

Professional summary

Paul Andrew Henderson, CFP® is a registered financial advisor currently at HERITAGE ROAD ADVISORS located in Seattle, Washington.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Paul has worked at 4 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Comprehensive Financial Planni...
Socially Responsible Investing
Retirement Planning
Investment Planning
Employee and Employer Plan Ben...
Tax Planning
Education Planning
Do you have an area of expertise or specialization?
AUM
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Investment Advice without Ongo...
What is your minimum asset requirement?
500K
Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul Andrew Henderson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

January 29, 2021 - Present

HERITAGE ROAD ADVISORS

Office #1: 1959 Thorndyke Ave W., Seattle, WA 98199
RIA
CRD#: 305458
Seattle, WA
Past

May 7, 2020 - February 5, 2021

ONE DAY WEALTH

RIA
CRD#: 296786
SEATTLE, WA
Past

October 16, 2014 - June 26, 2018

LNW

RIA
CRD#: 113400
SEATTLE, WA
Past

September 15, 2008 - August 13, 2014

PARACLE ADVISORS LLC

RIA
CRD#: 130726
MERCER ISLAND, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alabama
(1/29/2021)
IAR
Washington
(3/19/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/13/2008
Uniform Investment Adviser Law Examination

Current Firm

HERITAGE ROAD ADVISORS
HERITAGE ROAD ADVISORS
HERITAGE ROAD ADVISORS | HERITAGE ROAD ADVISORS, INC.

CRD#: 305458 / SEC#:

Alabama
Registered Investment Advisory firm - (10/4/2019 Approved)
Washington
Registered Investment Advisory firm - (3/19/2021 Approved)
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Contact information

Main Address
Seattle, WA
Mailing Address
7511 Greenwood Ave N #724, Seattle, WA 98103
Phone number
(425) 941-1071
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts44
AUM (Assets Under Management)$ 12,931,254

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

HERITAGE ROAD ADVISORS

HERITAGE ROAD ADVISORS

CRD#: 305458Seattle, WA 98199

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