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Henry M Drake

Investment adviser representative at Davenport Watts & Drake Investment Advisors, LLC
45 yearsExperience
3 statesRegistered in
PFSDesignation
$157.1MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

45 years in the industry.

  1. Davenport Watts & Drake Investment Advisors, LLCDec 2010 to now
  2. H M Drake Jr. Cpa/pfsJan 1981 to now

Designations

  • PFS

Exams passed

  • Series 65 · Uniform Investment Adviser Law2007

State registrations

Registered as an investment adviser representative in 3 states (FL, LA, MS).

Davenport Watts & Drake Investment Advisors, LLC

$157.1MAssets managed
214Clients
3Advisers
4 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5662406
Firm CRD
127506
Advisor's SEC record (opens in a new tab)
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