Eva Herald
Eva Herald is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cookeville, TN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
13 N Cedar Ave, Suite 105, Cookeville, TN, 38501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Eva works as a financial advisor and branch delegate for Coffee Financial since 2018. This takes about half of Eva's time, including during trading hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
J.C. Bradford & CO.Broker
State Registrations24 states
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