Daniel S Henry

Senior Vice President - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

949-720-8968 | Email | |
949-640-2931

Qualifications

I have been a financial advisor, stockbroker, and investment advisor since 1997, and a member of RBC Wealth Management's Chairman's Council, one of just 150 members and RBC Wealth Managements most prestigious recognition program for advisors. Prior to joining the industry, I owned a business in Orange County with over 30 employees and $6 million in revenue. In 1992, I was nominated for Orange County Entrepreneur of the Year. I hold a Bachelor of Science degree in Business Administration from Butler University in Indiana. I hold the following licenses: General Securities Representative (Series 7); National Commodity Futures (Series 3); Uniform Securities Agent (Series 63); and Uniform Investment Advisor (Series 65). I was also given honors by Orange Coast Magazine as one of the top scoring Wealth Managers in Newport Beach and Orange County.

 

Personal

I'm originally from Westchester County, New York, but have resided in Orange County, California since 1987. I enjoy international travel, golf, tennis, and some casual motorcycle riding in my spare time.