Unclaimed Profile

Randy Joe Henderson

APPLEGATE & COLLATOS, INC·BOSTON, Massachusetts

Clean recordAPPLEGATE & COLLATOS, INC

ONE INTERNATIONAL PLACE, 29TH FLOOR, BOSTON, MA 02110CRD# 1988499Firm CRD# 160619

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Randy Joe Henderson · BOSTON, MA

Registration

CRD #1988499 · APPLEGATE & COLLATOS, INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Randy Joe Henderson is a registered financial advisor based in BOSTON, Massachusetts, affiliated with APPLEGATE & COLLATOS, INC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

Speak with Randy

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Randy is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

SPECTRUM EQUITY MANAGEMENT, INC.

SPECTRUM EQUITY

AUM

$8.3B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SPECTRUM EQUITY MANAGEMENT, INC. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1988499

Firm CRD# 160619

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Randy Joe Henderson offer?

Randy Joe Henderson specializes in Retirement Planning. Contact their office in BOSTON, Massachusetts for a consultation.

What are Randy Joe Henderson's credentials?

Randy Joe Henderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Randy Joe Henderson located?

Randy Joe Henderson is based in BOSTON, Massachusetts, working with APPLEGATE & COLLATOS, INC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does Randy Joe Henderson charge for services?

Randy Joe Henderson's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is APPLEGATE & COLLATOS, INC?

APPLEGATE & COLLATOS, INC has approximately 74 employees and manages $8.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →