Daniel Herman
Daniel Herman is a registered investment advisor at Raymond James & Associates, INC., based in Pensacola, FL, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
19 West Garden Street, Suite 210, Pensacola, FL, 32502
Get directionsHistory
Regulatory History (3)
Customer Dispute
July 2009Customer Dispute
September 2008Customer Dispute
September 2007Other Business Activities
Daniel owns Herman Land Co, a land and real estate rental business, since 2012 and 2018 respectively, dedicating minimal time to each. He also serves as Treasurer and Investment Committee Chairperson for Pensacola Sports Association, a non-profit, spending a few hours per week.
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Previous Registrations
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Amsouth Investment Management Company LLC
Amsouth Investment Services, INC.
Amsouth Investment Services, INC.Broker
Dean Witter Reynolds INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations50 states
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