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David J
Series 63, Series 65
El Dorado Hills, CA
Joiner Financial, LLC
David Joiner is the sole advisor at Joiner Financial, LLC, an independent registered investment adviser based in El Dorado Hills, CA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience. Prior to founding Joiner Financial, he worked at Berthel Fisher & Company Financial Services, Inc., Quantix Equity Management, Quantix Equity Partners, LP, and Eagle Strategies (NY Life). Joiner Financial provides ongoing portfolio management and financial planning services to individuals, high-net-worth clients, and investment companies. The firm uses a combination of charting, fundamental, technical, and cyclical analysis to manage portfolios internally, prepares Investment Policy Statements, and conducts regular portfolio reviews and reporting.
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