David Hensley
President at US Financial Planners ♦ Build Your Dream Advisory Practice: Financial Freedom & Fulfilling Career at US Financial Planners ♦ Secure Your Territory Today!
- Role
- President at Us Financial Planners at Us Financial Planners
- Location
- Asheville, NC, US
- LinkedIn followers
- 500 followers
About David Hensley
Achieve financial freedom and a fulfilling career as a financial advisor with US Financial Planners.Our established national network, with over 100 years of combined industry knowledge, offers the tools, resources and support you need to succeed.Whether you’re fresh out of college, changing careers or an experienced advisor, you have the opportunity to create unlimited income, a flexible lifestyle and a rewarding career.US Financial Planners’ role is to help you succeed.Our services include back-office support, coaching, training and entrepreneurial guidance, helping you reach your financial goals and live the life you desire.>> Join our growing community and- Choose your business model (RIA, broker-dealer or hybrid) and operate under your own brand or ours- Learn the *right moves* to build client loyalty and a big book of business you own- Receive an all-inclusive toolkit for seamless wealth management services, helping you attract and retain clients- Tap into lucrative markets with our qualified 401(k) and long-term-care leads.>> Become the go-to advisor in your area. Secure your exclusive territory today! Contact David Hensley.ABOUT DAVID HENSLEYAs president of US Financial Planners, my focus is empowering advisors to achieve financial success and build thriving practices.I’ve helped hundreds of financial advisors select a new broker-dealer, RIA or hybrid including: solo advisors, multi-advisor practices and others moving from a bank or wirehouse to the independent channel. Vetted ProcessStarting out as a new financial advisor or changing firms is work, including making hundreds of partner choices. US Financial Planners’ process is established with the people, resources and technology to help you accomplish your business goals. Wealth Management ExperienceAdvisors have access to my 30+ years of advisory business development and negotiating expertise as well as my in-depth relationships within the independent channel. I hold Series 3, 7, 24, 63 and 65 Securities licenses as well as Life, Accident, Health, Property & Casualty, Long-Term Care/Medicare Supplemental and CLTC credentials. PersonallyI live in Asheville, NC with my wife Carol and our Shih Tzu, Buddy Love. Like many advisors, I value my family, career, and lifestyle.Join me at US Financial Planners. It’ll be the most rewarding and strategic move you’ll ever make.>> Contact Me TodayDavid Hensley, P••••••••@USFinancialPlanners.com USFinancialPlanners.comSchedule an appointment: calendly.com/david-apn
Experience
President at Us Financial Planners
Jul 2024 — Present
Securities Services are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IP Financial Advisory Services is a Registered Investment Advisory firm with the SEC under the Investment Advisers Act of 1940. David Hensley is a Registered Principal with Innovation Partners, LLC and an investment advisory representative with IP Financial Advisory Services, LLC. Innovation Partners, LLC, US Financial Planners, and IP Financial Advisory Services LLC are not affiliated entities.This communication is for employment with US Financial Planners and not intended for general use nor to solicit clients or any product.
Education
University of North Carolina Asheville
Bachelor of Arts (BA), Economics
1967 — 1970
Skills
- Management
- Property & Casualty Insurance
- Retirement Planning
- Insurance
- Series 24
- Finra
- Recruiting
- Estate Tax Planning
- Financial Services
- Disability Insurance
- Training
- Sales
- Long Term Care Insurance
- Small Business
- Strategic Planning
- Equity Indexed Annuities
- Health Insurance
- Leadership
- Series 65
- Portfolio Management
- Securities
- Estate Planning
- Investments
- Retirement
- Bonds
- Annuity Sales
- Asset Management
- Term Life Insurance
- Asset Allocation
- Mutual Funds
- Financial Advisory
- Marketing
- Series 63
- Investment Advisory
- 401k
- Series 7
- Wealth Management
- Long-Term Care
- Life Insurance
- Finance
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