David Henney, financial advisor Los Angeles CA

David Henney

CRD Number: 1174228
Current Firm: Henney Wealth Management

David Henney (CRD# 1174228) is an Investment Advisor Representative working at Henney Wealth Management in Los Angeles, CA and has over 39 years of experience in the finance industry.

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Company Name Location Dates Years
Henney Wealth Management Los Angeles, CA Mar 2011 - Current 13
Lpl Financial, LLC Los Angeles, CA Sep 2009 - Dec 2014 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
S65 NASAA Investment Advisors Law Examination Feb 2014
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for David D. Henney
Phone Number: 310-571-1277
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    118
    ACCOUNTS
  • Average Account Value
    $703,208
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CA

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