Donald Herndon
Donald Herndon is a registered investment advisor at Ameriprise Financial Services, LLC, based in Barboursville, WV, with 34 years of industry experience. Donald is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
710 Central Avenue, Barboursville, WV, 25504
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2022Customer Dispute
November 2017Other Business Activities
Donald owns commercial real estate and another business at 710 Central Ave. He is also the owner of Herndon & Associates and works for NSQ, dedicating about a quarter of his time to each of these outside employment activities.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
Ids Life Insurance CompanyBroker
State Registrations18 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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