DH
David Henney
from Henney Wealth Management
David Henney is a financial advisor based in California, Los Angeles,
with 40 years of experience. David currently works for
Henney Wealth Management.
David maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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David Henney works at Henney Wealth Management
Henney Wealth Management is a financial advisory firm based in Los Angeles, California. It currently has approximately $50,777,786 of assets under management and employs about 2 people. Henney Wealth Management uses a fee structure of and a percentage of assets under your management.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
12 years
Fee structure
and a percentage of assets under your management
Office location
12100 Wilshire Blvd., Suite 800, Los Angeles, California, 90025
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