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David Reilly Henderson

Mutual Advisors, LLC

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About David Reilly Henderson

David Reilly Henderson is a financial advisor with Mutual Advisors, LLC. David has been in the financial services industry since 2004. David is registered with the state of Florida. David specializes in providing financial planning services, pension consulting, and portfolio management for individuals and businesses. David is also a member-manager of DCH Wealth Management, LLC.

Firm Information

David Henderson is currently registered with Mutual Advisors, LLC. Mutual Advisors, LLC is an investment advisory firm based in Omaha, NE. The firm provides a range of services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and high-net-worth clients. With over 160 registered representatives and advisors, the firm manages over $6.9 billion in assets.
Mutual Advisors, LLC

9140 W DODGE ROAD

OMAHA, NE 68114

$6.95B

Assets Under Management

30

Total Clients

142

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business 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.

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hourly consulting

Hourly consulting

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 Henderson’s Registration & Firm History

FL

01/09/2018 - Present

Mutual Advisors, LLC (St. Petersburg FL)

FL

03/13/2012 - 05/15/2013

LASALLE ST SECURITIES, L.L.C. (ST. PETERSBURG FL)

FL

09/02/2005 - 02/24/2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT PETERSBURG FL)

NY

07/26/2004 - 09/08/2005

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

BOTH

Issued 08/16/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/20/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 07/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Reilly Henderson.
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