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Richard Wayne Hendrickson

Advisor at Raymond James Financial — Benton, KY 105 W 5th St

Updated today

Credentials

Series 63, Series 66

Experience

27 years

Location

Benton, KY 42025

Raymond James Financial logo

Raymond James Financial

Institution

Total advisors

6,484

Across 2,974 offices

Clients per advisor

76 Low

Avg AUM per client

$700,796 Very High

HNW client ratio

19% Typical

About

Richard Hendrickson is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 20 years before joining Raymond James in 2018. Hendrickson is also a licensed CPA since 1992. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Client services

Based on Raymond James Financial

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Hourly & fixed rate consultations

Expertise

Based on Raymond James Financial

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance

Occupation focus

Based on Raymond James Financial

Founder/Business Owner Executive

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Fee options

Fixed

Fixed (flat) dollar fees for planning services offered.

Commissions

Commissions may be charged for transaction-related services through affiliated broker-dealer RJFS; also receive commissions as insurance agent for insurance services.

Project-based

Hourly fees for planning and/or investment consultation services generally up to $400 per hour.

Other

Fee-only: Hourly fees up to $400 per hour; fixed (flat) dollar fees also offered; percentage of assets under advisement fees not to exceed 2.25% annually for investment consulting services; fees negotiable.

Location

See office

Benton, KY 105 W 5th St

105 W 5th St

Benton KY 42025

Advisors at this office

2

Most active in

Kentucky · Texas

Work history

27 years of industry experience

Raymond James Financial Services Advisors, Inc.

2018 - Present • 8 years

Benton, KY

Raymond James Financial Services, Inc.

2018 - Present • 8 years

Benton, KY

Edward D. Jones & Co., L.P.

1998 - 2018 • 20 years

Benton, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Chase B

Series 66

Benton, KY

OSAIC

Chase Buchanan is a financial advisor at Osaic with three years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services and is currently an insurance agent with The Life Associates. Buchanan serves on the Board of Directors for the Kentucky Lake Chamber of Commerce. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and corporate investors through a large network of affiliated advisors, offering brokerage, investment advisory, and retirement plan consulting services. The firm employs various portfolio construction tools and supports multiple advisory platforms, including third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Jason M

Series 66

Paducah, KY

Cetera

Jason Miller is a financial advisor with Cetera in Paducah, KY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Avantax Advisory Services, TruStage/LPL Financial LLC, and CUNA Mutual Group. He also provides financial, tax, and estate planning advice through M. Dean Owen, CPA, PSC. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services supported by a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Pamela T

Series 66

Mayfield, KY

Edward Jones

Pamela Towery is a financial advisor with Edward Jones in Mayfield, KY, holding a Series 66 designation and 26 years of experience at the firm. Outside of her advisory role, she has been involved with a yoga and activewear business under Towery Enterprises LLC, though she has not started teaching yoga. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment products supported by a large national network of financial advisors.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Patrick F

Series 66

Benton, KY

LPL Financial

Patrick Flanary is a financial advisor with LPL Financial in Benton, KY, holding a Series 66 designation and nine years of industry experience. He has been with LPL Financial since 2018 and previously worked at INVEST Financial Corp. from 2016 to 2018. Flanary is also associated with Community Financial Services Bank since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers various advisory and brokerage services including financial planning, asset management, and institutional platforms, with advice delivered through a broad network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. Kelly has been with Raymond James Financial Services since 2000 and also works with Iroquois Federal and Iroquois Insurance in roles related to banking and insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Kayla B

Series 66

Benton, KY

Raymond James Financial

Kayla Barrett is a financial advisor at Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and bringing 13 years of industry experience. She previously worked at Edward Jones for eight years before joining Raymond James in 2020. Outside of her advisory role, she owns an LLC that holds a property she leases, previously used as her office at Edward Jones. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and uses advanced analytical tools to support client goals, while also engaging in specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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