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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Henry is an investment advisor representative with Orion Portfolio Solutions, LLC. David has over 20 years of experience in the financial services industry. David's areas of expertise include portfolio management for individuals, businesses, and pooled investment vehicles, as well as pension consulting. David holds Series 7, Series 63 and Series 65 licenses and is registered to provide investment advice in Nebraska and Pennsylvania. David has previously worked for American Funds Distributors, Inc., Morgan Stanley, Brookline Group, LLC, Roth Capital Partners, LLC, I-Bankers Securities, Inc., and Jefferies & Company, Inc.
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.
Guidance on pension options to ensure a secure financial future.
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.
Portfolio management for educational savings & able plans
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NE
09/08/2023 - Present
Orion Portfolio Solutions, LLC (OMAHA NE)
IN
02/06/2015 - 08/22/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
CA
07/10/2013 - 08/26/2014
MORGAN STANLEY (NEWPORT BEACH CA)
CA
03/07/2012 - 03/26/2013
BROOKLINE GROUP, LLC (NEWPORT BEACH CA)
CA
03/24/2008 - 02/16/2012
ROTH CAPITAL PARTNERS, LLC (NEWPORT BEACH CA)
CA
01/30/2008 - 03/18/2008
I-BANKERS SECURITIES, INC. (ALISO VIEJO CA)
CA
06/25/2002 - 06/29/2007
JEFFERIES & COMPANY, INC. (LOS ANGELES CA)
CA
07/12/2000 - 05/21/2002
L.H. FRIEND, WEINRESS, FRANKSON & PRESSON, LLC (IRVINE CA)
IA
Issued 08/23/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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