DB
DB

Denise Book-Hernandez

25 Years of Experience
Meridian, ID
Broker

Denise Book-Hernandez is a registered investment advisor at Raymond James & Associates, INC., based in Meridian, ID, with 25 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
Loading...

Location

Meridian, ID

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Raymond James & Associates, INC.
January 2011 - Present · 15 yrs 4 mos
Raymond James & Associates, INC.
January 2011 - Present · 15 yrs 4 mos
Raymond James & Associates, INC.Broker
January 2011 - Present · 15 yrs 4 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - January 2011 · 3 yrs
Wells Fargo Advisors, LLCBroker
January 2008 - January 2011 · 3 yrs
A. G. Edwards & Sons, INC.
August 2005 - January 2008 · 2 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
January 2001 - January 2008 · 7 yrs
State Registrations19 states
AKAZCACOFLIDILKSMEMIMNMOMTNCNJORTXVTWA
AdvisorBrokerBoth

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
No exam information available for this advisor.