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Mark Henry

Financial Advisor at Raymond James

Intro Book

Financial expert with 20+ years of experience in financial advisory and wealth management.

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Location

Birmingham, Alabama, United States, US

Skills

Financial Advisory
Portfolio Management
Securities
Asset Allocation
Finance
Wealth Management
Investments
Financial Analysis
Financial Planning
Estate Planning
Retirement Planning
Show all

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Rate

This rate is determined by the professional's skill set, client collaboration, experience and appearance on lineups.

$250.0

Hourly Rate

How This Rate is Calculated

Okay, let’s tackle this. So Mark Henry has 20+ years of experience as a financial advisor, plus a Master’s degree from the Naval Postgraduate School and a Bachelor’s degree from Auburn University. He’s also a certified AIF. Location is Birmingham, AL, which is a mid-sized city. Financial advisors with his level of experience, especially in wealth management, typically charge higher rates. Maybe around $200–$400 per hour? But considering his advanced degree and certification, maybe higher. Some top financial advisors can charge $600+. Let’s check averages. Financial advisors with his background might average $250–$400. So I’ll estimate around $275. However, considering his experience and education, I’ll round up to $250.

Bio

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Topline AI

Mark Henry is a seasoned financial professional with over 20 years of experience in financial advisory, portfolio management, and wealth management. He holds a Master's degree in Acquisition and Contract Management from the Naval Postgraduate School and a Bachelor's degree in Business - Marketing from Auburn University. Mark is a certified Accredited Investment Fiduciary (AIF) and has worked as a Financial Advisor at Raymond James and Associates and Morgan Keegan & Company.

Credentials

AIF - Accredited Investment Fiduciary

Center for Fiduciary Studies - University of Pittsburgh

Dec, 2008
- Jun, 2026

Experience

Raymond James
- Financial Advisor
Raymond James and Associates
- Birmingham, AL
- Financial Advisor
  - Feb 2013 - Present
  - Birmingham, AL
Morgan Keegan & Company
- Financial Advisor
  - Oct 2005 - Feb 2013
US Navy
- US Navy Supply Officer - Commander retired
  - Dec 1985 - Jan 2006

Education

1997 - 1999

Naval Postgraduate School

1997 - 1999
Auburn University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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Mark Henry

Refer a Friend to Get
100 Credits For FREE

$250.0

Hourly Rate