DH
CFA
DH
CFA

David L Henry

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
3,136 clients
Average Client Portfolio
$767K average
Assets Under Management
$2.4B

Fee Structure

Financial Planning:Investment management only
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Location

3 Greenleaf Woods Drive, Suite 202, Portsmouth, NH, 03801

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

David serves on investment committees for Northeast Arc and Essex County Community Foundation, and provides investment consulting services to non-profits through DHK Financial Advisors, taking about half of his time. He also owns rental property and works seasonally at H&R Block preparing taxes.

Employment History
Current Registrations
The Patriot Financial Group, LLC
September 2025 - Present · 5 mos
Previous Registrations
Dhk Financial Advisors INC
February 2023 - September 2025 · 2 yrs 7 mos
Finer Wealth Management, INC.
February 2023 - November 2023 · 9 mos
MML Investors Services, LLC
April 2021 - December 2022 · 1 yr 8 mos
MML Investors Services, LLCBroker
June 2019 - December 2022 · 3 yrs 6 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.
David L Henry - Financial Advisor | TrueAdvisor