Daniel
Herrera
Farther
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About this Advisor
Daniel Herrera is a financial advisor based in Tampa, Florida, working with Farther. Daniel has previously held positions at The Vanguard Group, Inc, The University Of North Carolina At Charlotte, UBS Financial Services, Fisher Investments, MassMutual, and Farther Finance Advisors. Daniel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Daniel is part of Farther, which operates out of Tampa, Florida. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and the publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
$2,181,821,779
154
5,112
$426,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Daniel Herrera Work History
Farther Finance Advisors
Fisher Investments
Ubs Financial Services
The Vanguard Group, Inc
Massmutual
The University Of North Carolina At Charlotte
Disclosures
Please visit the SEC profile of Daniel Herrera to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Farther
San Francisco, CA
San Francisco, CA
San Francisco, CA
Las Vegas, NV
Cincinnati, OH
Mattawan, MI
San Francisco, CA
Riverside, CA
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