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David L Henry

DHK Financial Advisors Inc.

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About David L Henry

David Henry is a financial advisor with DHK Financial Advisors Inc. David is licensed to provide investment advice in Massachusetts. David has been in the financial industry for more than a decade, having worked previously with MML Investors Services, LLC. He has experience in various areas of finance, including investment consulting, retirement planning, and estate planning. David is a CFA charter holder and is committed to providing his clients with personalized financial advice and strategies.

Firm Information

David Henry is currently registered with DHK Financial Advisors Inc.. DHK Financial Advisors Inc. is an independent registered investment advisor located in PORTSMOUTH, NH. The firm provides financial planning, pension consulting, selection of other advisors, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. DHK Financial Advisors Inc. manages approximately $1.51 billion in assets.
DHK Financial Advisors Inc.

3 GREENLEAF WOODS DRIVE

PORTSMOUTH, NH 03801

$1.51B

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

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.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Henry’s Registration & Firm History

NH

02/15/2023 - Present

DHK Financial Advisors Inc. (PORTSMOUTH NH)

MA

06/14/2019 - 12/31/2022

MML INVESTORS SERVICES, LLC (WAKEFIELD MA)

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Licenses & Designations

BOTH

Issued 08/05/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/14/2019

Series 7TO - General Securities Representative Examination

BC

Issued 03/26/2019

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2010

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David L Henry.
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