Daniel
Herron

Raymond James & Associates, Inc

CRD#3186846
Investment Advisor
in West Des Moines, IA
Are you Daniel Herron? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Daniel Herron is a certified financial planner based in West Des Moines, Iowa. Currently a registered advisor with Raymond James & Associates, Inc, Herron has 13 years of professional experience as a financial advisor. Herron has a Series 66 license, which certifies them as both a securities agent and an investment advisor representative. Herron can work with customers in Iowa. Their career trajectory has included roles at Wells Fargo Investments, Wells Fargo Advisors LLC and Raymond James & Associates, Inc. Raymond James & Associates, Inc is headquartered in West Des Moines, Iowa, and has 422 brick-and-mortar locations in the nation. In total, Raymond James & Associates, Inc oversees $143 billion in assets throughout 472,443 client accounts and retains more than 13,277 people. The level of assets currently under the firm's management places it among the largest financial advisory firms in the nation. The firm manages 394,071 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 6% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Raymond James & Associates, Inc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. The firm's fees may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

1601 West Lakes Parkway Suite 210
West Des Moines, IA 50266

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management

$176,057,305,373

IA Average: $1,855,561,029
Total Number of Employees

14,205

IA Average: 62
Total Number of Accounts

591,180

IA Average: 2,474
Average Account Size

$297,807

IA Average: $750,025

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Daniel Herron Work History

Daniel has 13 years of experience.

2015 - Present (4 years)

Raymond James & Associates, Inc

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2005 - 2011 (6 years)

Wells Fargo Investments

Disclosures

Daniel Herron has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started