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Justin Douglas Henderson

Osaic Wealth, Inc.

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About Justin Douglas Henderson

Justin Henderson is an investment advisor representative with Osaic Wealth, Inc. Justin has been in the financial services industry since 2006 and has a wide range of experience. Justin is licensed to provide investment advice in Colorado, Florida, Louisiana, Maryland, Michigan, Missouri, New Mexico, Oklahoma, Tennessee, Texas, and Utah. Justin has earned the Series 6, Series 7, and Series 63 securities licenses, as well as the SIE and Series 66 examinations. Justin's previous employers include Woodbury Financial Services, Inc., Capital One Investing, LLC, and Capital One Investment Services LLC. Justin is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Justin Henderson is currently registered with Osaic Wealth, Inc.. Osaic Wealth, Inc. is a corporation headquartered in Scottsdale, AZ. The firm has been approved and operates as an investment advisor, offering financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. manages assets for individuals, businesses, and charitable organizations, and participates in wrap fee programs.
Osaic Wealth, Inc.

18700 N. HAYDEN ROAD

SCOTTSDALE, AZ 85255

$94.56B

Assets Under Management

39,691

Total Clients

8,460

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Justin Henderson’s Registration & Firm History

LA

01/19/2024 - Present

Osaic Wealth, Inc. (Lafayette LA)

LA

07/11/2018 - 01/19/2024

WOODBURY FINANCIAL SERVICES, INC. (Lafayette LA)

LA

01/02/2015 - 07/11/2018

CAPITAL ONE INVESTING, LLC (LAFAYETTE LA)

TX

08/01/2011 - 01/02/2015

CAPITAL ONE INVESTMENT SERVICES LLC (SPRING TX)

LA

12/01/2010 - 07/08/2011

PRIMEVEST FINANCIAL SERVICES, INC. (LAFAYETTE LA)

TX

05/31/2008 - 12/02/2010

CAPITAL ONE INVESTMENT SERVICES LLC (SPRING TX)

LA

11/29/2007 - 05/31/2008

CAPITAL ONE INVESTMENTS, LLC (LAFAYETTE LA)

CA

11/07/2007 - 11/13/2007

ESSEX NATIONAL SECURITIES, INC. (NAPA CA)

LA

04/14/2006 - 11/09/2007

PROEQUITIES, INC. (NEW IBERIA LA)

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Licenses & Designations

BOTH

Issued 10/09/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/01/2009

Series 7 - General Securities Representative Examination

BC

Issued 04/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Justin Douglas Henderson.
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