David Haehnel, financial advisor Beverly Hills CA
89 score

David Haehnel

CRD Number: 6056140
Current Firm: Rbc Capital Markets, LLC

David Haehnel (CRD# 6056140) is an Investment Advisor Representative working at Rbc Capital Markets, LLC in Beverly Hills, CA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Rbc Capital Markets, LLC Beverly Hills, CA Apr 2012 - Current 4
Accenture St Charles, IL Mar 2012 - Apr 2012 < 1
Unemployed Chicago, IL Jun 2011 - Mar 2012 < 1
St Patrick High School Chicago, IL Jul 2010 - May 2011 < 1
Harbor Athletic Training Des Plaines, IL Jun 2008 - Jul 2010 2
Unemployed Baltimore, MD Apr 2008 - May 2008 < 1
Baltimore Orioles Baltimore, MD May 2004 - Apr 2008 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2013
Contact Info for David C. Haehnel
Phone Number: 212-858-7000
Firm Website: https://www.rbccm.com
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    76,274
    MILLIONS
  • Total Number of Accounts
    192,243
    ACCOUNTS
  • Average Account Value
    $396,757
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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