Russell HermanCRD Number: 243857
Current Firm: National Asset Management, Inc.
Russell Herman (CRD# 243857) is an Investment Advisor Representative working at National Asset Management, Inc. in Boca Raton, FL and has over 39 years of experience in the finance industry.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
World Equity Group, Inc.
|National Securities Corp||Boca Raton, FL||Apr 2019 - Current||3|
|National Asset Management||Boca Raton, FL||Apr 2019 - Current||3|
|Ubs Financial Services Inc.||Aventura, FL||Feb 2013 - Feb 2019||6|
|Morgan Stanley Smith Barney||Aventura, FL||Jun 2009 - Feb 2013||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management6,501MILLIONS
Total Number of Accounts16,778ACCOUNTS
Average Account Value$387,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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