David Joiner (CRD# 4520591) is an Investment Advisor Representative working at Joiner Financial, LLC in El Dorado Hills, CA and has over 18 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Berthel Fisher & Company Financial Services, Inc. | Folsom, CA | Jun 2009 - Current | 14 |
| Quantix Equity Mgmt | Folsom, CA | Aug 2008 - Current | 15 |
| Quantix Equity Partners, LP | Folsom, CA | Jun 2008 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2006 |
- CA
-
Total Assets Under Management41MILLIONS
-
Total Number of Accounts142ACCOUNTS
-
Average Account Value$289,789
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
CA
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