Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Henley is a financial professional with over 4 years of experience in the industry. David is currently registered with Cambridge Investment Research Advisors, Inc. as a Registered Representative and Investment Adviser Representative in Tennessee. David also has licenses in Alabama, Florida, Georgia, Illinois, South Carolina, and Tennessee. David holds Series 66, Series 7, and SIE licenses. David has experience in financial planning, pension consulting, and portfolio management for individuals and businesses. David is committed to providing his clients with the highest level of service and expertise.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TN
01/14/2019 - Present
Cambridge Investment Research Advisors, Inc. (Manchester TN)
BOTH
Issued 08/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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