Joiner Financial, LLC

Joiner Financial, LLC (CRD# 147962) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $41,150,000 in 142 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4944 Windplay Drive, Suite 113, El Dorado Hills, CA 95762
https://www.joinerfinancial.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    142
    ACCOUNTS
  • Average Account Value
    $289,789
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
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Joiner Financial, LLC
Showing 1 - 1 of 1 top financial advisors.
1
David Joiner, financial advisor El Dorado Hills CA
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 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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