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).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Joiner Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
David L. Joiner
CRD#: 4520591
4944 Windplay Drive, Suite 113, El Dorado Hills, CA 95762

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.

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