Dawnalizabeth Henke
CRD Number: 5012266Current Firm: Capital Advantage, Inc.
Compensation Model: Fee Only
Dawnalizabeth Henke (CRD# 5012266) is an Investment Advisor Representative working at Capital Advantage, Inc. in Lafayette, CA and has over 23 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Advantage, Inc. | Lafayette, CA | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2008 |
- CA
-
Total Assets Under Management1,002MILLIONS
-
Total Number of Accounts2,120ACCOUNTS
-
Average Account Value$472,720
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, HI, NH, NY, OR, TX, UT, WA
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