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Richard Stephen Henry

Wells Fargo Investment Institute, Inc.

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About Richard Stephen Henry

Richard Stephen Henry is an investment advisor representative with Wells Fargo Investment Institute, Inc. located in CHARLOTTE, NC. Richard Stephen Henry has been in the industry since 2012 and has been registered with the state of North Carolina since April 2019. Richard Stephen Henry is a Series 65 licensed advisor. The firm's main office is located in CHARLOTTE, NC. Wells Fargo Investment Institute, Inc. manages approximately $43.99 billion in client assets. The firm provides advisory services to high-net-worth individuals, corporations, trusts and family accounts, insurance companies, charitable organizations, state or municipal government entities, and pooled investment vehicles. They also offer other advisory services such as publication of periodicals, selection of other advisers, portfolio management for businesses and individuals. The firm has 169 investment advisory professionals working on behalf of their clients.

Firm Information

Richard Henry is currently registered with Wells Fargo Investment Institute, Inc.. Wells Fargo Investment Institute, Inc. is a Registered Investment Advisor (RIA) headquartered in Charlotte, NC. The firm manages approximately $43.99 billion in assets for clients, including individuals, trusts, businesses, institutions, and charities. The firm's advisory services include portfolio management for individuals and businesses, selection of other advisors, and the publication of periodicals. They also offer a wrap fee program.
Wells Fargo Investment Institute, Inc.

550 SOUTH TRYON STREET

CHARLOTTE, NC 28202

$44.00B

Assets Under Management

3

Total Clients

52

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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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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Richard Henry’s Registration & Firm History

NC

04/04/2019 - Present

Wells Fargo Investment Institute, Inc. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 04/04/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Stephen Henry.
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