Dana Havens is a registered investment advisor, based in Nixa, MO, with 28 years of industry experience.
Location
Nixa, MO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dana is an independent contractor and managing partner/senior financial advisor at Affinity Wealth Partners, LLC, dedicating about 10-20% of their time to this role. Dana is also a partner in DLR LLC, a rental real estate venture, spending minimal time on this activity.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Raymond James Financial Services, INC.
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations33 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.