Joiner Financial, LLC
Joiner Financial, LLC (CRD# 147962) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $15,650,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management16MILLION
Total Number of Accounts53ACCOUNTS
Average Account Value$295,283
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Joiner (CRD# 4520591) is an Investment Advisor Representative working at Joiner Financial, LLC in El Dorado Hills, CA and has over 10 years of experience in the finance industry.