David D. Henney
Professional summary
David D. Henney, who also goes by David Dungan Henney, David Dungan Henney Ttee, is a registered financial advisor currently at HENNEY WEALTH MANAGEMENT located in Los Angeles, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. David has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David D. Henney's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 16, 2010 - Present
HENNEY WEALTH MANAGEMENT
Office #1: 12100 Wilshire Blvd. Suite 800, Los Angeles, CA 90025September 8, 2009 - December 26, 2014
LPL FINANCIAL LLC
May 29, 2009 - September 8, 2009
ASSOCIATED SECURITIES CORP.
January 8, 1998 - December 22, 2010
FFR ADVISORY LLC
November 21, 1990 - June 2, 2009
FSC SECURITIES CORPORATION
July 16, 1990 - November 26, 1990
R.W.C. ASSOCIATES, INC.
November 16, 1983 - June 7, 1990
LINCOLN FINANCIAL DISTRIBUTORS, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/16/2010)
Exams
Current Firm
HENNEY WEALTH MANAGEMENT
CRD#: 154824 / SEC#: 801-71797
Contact information
Regulatory assets under management
| Total Number of Accounts | 158 |
| AUM (Assets Under Management) | $ 98,944,755 |
Red Flags
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