Henry
Drake
Davenport Watts & Drake Investment Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Henry Drake is a personal financial specialist working out of Ridgeland, Mississippi who has 13 years of relevant experience. Drake currently works for Davenport Watts & Drake Investment Advisors, LLC. They have been an employee of Davenport Watts & Drake Investment Advisors, Llc for their complete career. Drake has a Series 65 license, which qualifies them as an investment advisor representative, and is able to serve investors in Florida, Louisiana and Mississippi. Davenport Watts & Drake Investment Advisors, LLC is an advisory company operating out of Ridgeland, MS. It controls $104 million in assets across its 332 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 332 accounts, just 6% are associated with high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm has a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fees depend on the financial services. However, fee types charged by Davenport Watts & Drake Investment Advisors, LLC can be comprised of some combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Davenport Watts & Drake Investment Advisors, LLC Brokerage Details
$103,588,704
3
332
$312,014
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Henry Drake Work History
Henry has been registered as a financial advisor for 13 years.*
H M Drake Jr. Cpa/Pfs
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Henry Drake to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Davenport Watts & Drake Investment Advisors, LLC
Ridgeland, MS
Ridgeland, MS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
