Daniel Henderson, financial advisor Virginia Beach VA

Daniel Henderson

CRD Number: 4264288
Current Firm: Financial Engines Advisors LLC

Daniel Henderson (CRD# 4264288) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Virginia Beach, VA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Virginia Beach, VA Nov 2016 - Current 4
Tmfs Advisors, LLC Overland Park, KS Jul 2013 - Nov 2016 3
Tmfs-norfolk, Virginia,llc Virginia Beach, VA May 2005 - Jun 2013 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2001
S65 NASAA Investment Advisors Law Examination Jun 2005
Contact Info for Daniel S. Henderson
Phone Number: 408-498-6000
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    229,000
    MILLIONS
  • Total Number of Accounts
    1,514,533
    ACCOUNTS
  • Average Account Value
    $151,202
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Publication of periodicals or newsletters
  • 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, WY

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