Raymond James & Associates, Inc

Investment Advisor
in West Des Moines, IA

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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



Office Location

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

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Raymond James & Associates, Inc Brokerage Details

Total Assets Under Management


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


IA Average: 62
Total Number of Accounts


IA Average: 2,474
Average Account Size


IA Average: $750,025

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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 (5 years)

Raymond James & Associates, Inc

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2005 - 2011 (6 years)

Wells Fargo Investments


Daniel Herron has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Raymond James & Associates, Inc

Patrick Mullins
Boulder, CO
Brennan Bennett
Battle Creek, MI
Leland Werner
Schaumburg, IL
Tarah Mckenzie
El Paso, TX
Jon Lewis
Macon, GA
Chad Gardner
Huntsville, AL
Adrienne Padavich
Beverly Hills, CA
Joseph Borrelli
Saint Petersburg, FL

This content was compiled from the SEC and FINRA.

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