David L. Joiner
Professional summary
David Lawrence Joiner, who also goes by David Lawrence Joner, is a registered financial advisor currently at JOINER FINANCIAL, LLC located in El Dorado Hills, California.
David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. David has worked at 4 firms and has passed the Series 63, Series 65, Series 22 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view David Lawrence Joiner's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 21, 2008 - Present
JOINER FINANCIAL, LLC
Office #1: 4944 Windplay Drive, Suite 113, El Dorado Hills, CA 95762June 15, 2009 - August 19, 2010
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.
January 18, 2006 - January 12, 2007
EAGLE STRATEGIES LLC
July 8, 2002 - January 12, 2007
NYLIFE SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/21/2008)
Exams
Current Firm
JOINER FINANCIAL, LLC
CRD#: 147962 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 146 |
| AUM (Assets Under Management) | $ 51,790,000 |
Red Flags
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Company Information
JOINER FINANCIAL, LLC
CRD#: 147962El Dorado Hills, CA 95762TRUST BUT VERIFY
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