David Henkel
David Henkel is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Huntersville, NC, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
16810 Kenton Dr. Ste 100, Huntersville, NC, 28078
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David works as an associate/employee for Pinnacle Asset Management and Pinnacle Bank/Pinnacle Financial Partners, spending about half his time on each. He manages and advises investment clients through Pinnacle Asset Management using the Raymond James platform.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations18 states
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