David
Henry
Dhk Financial Advisors Inc
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About this Advisor
David Henry is a chartered financial analyst who works in Portsmouth, New Hampshire. Henry is on the advisory team at Dhk Financial Advisors Inc. Throughout their career, they have worked at P/E Investments LLC, Mass Mutual Life Insurance, Mml Investors Services, Dkh Investments, Finer Wealth Management Inc, H&R Block and Dhk Financial Advisors Inc. Henry maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in Massachusetts. Dhk Financial Advisors Inc is a registered investment business based out of Portsmouth, NH. The company has a total of seven people on staff. It manages $1 billion in assets under management among its 177 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 47 charitable organizations. Of its 177 accounts, 15% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company offers a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the services. Fees billed by Dhk Financial Advisors Inc likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Dhk Financial Advisors Inc Brokerage Details
$1,305,687,839
7
177
$7,376,767
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
David Henry Work History
David has been registered as a financial advisor for 0 years.*
Finer Wealth Management Inc
H&R Block
Dhk Financial Advisors Inc
Mass Mutual Life Insurance
Mml Investors Services
Dkh Investments
P/E Investments LLC
*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 David Henry 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 Dhk Financial Advisors Inc
Portsmouth, NH
Portsmouth, NH
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.
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