David Henderson (CRD# 5996813) is an Investment Advisor Representative working at Osaic Wealth, Inc. in San Jose, CA and has over 12 years of experience in the finance industry.
CRD# 3082569
Schneider Wealth Management
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | San Jose, CA | Jan 2024 - Current | < 1 |
| Woodbury Financial Services Inc. | San Jose, CA | Dec 2021 - Jan 2024 | 2 |
| Mml Investors Services, LLC | San Jose, CA | Mar 2017 - Dec 2021 | 4 |
| Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Dec 2021 | 5 |
| Metlife Securities, Inc. | Carlsbad, CA | Nov 2011 - Dec 2021 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2012 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2012 |
- CA
- HI
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Total Assets Under Management94,558MILLIONS
-
Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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