Cindee Herlocker, financial advisor Brandon MS
90 score

Cindee Herlocker

CRD Number: 6010561
Current Firm: Edward Jones

Cindee Herlocker (CRD# 6010561) is an Investment Advisor Representative working at Edward Jones in Brandon, MS and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Jan 2012 - Current 4
Self Employed - Silpada Designs Bentonia, MS Aug 2011 - Jan 2012 < 1
Not Working Elizabeth City, NC Mar 2011 - Jul 2011 < 1
Acuity Hospitalof Houston Houston, TX Aug 2010 - Feb 2011 < 1
Psychiatric Solutions Inc. Portsmouth, VA Nov 2007 - Apr 2010 2
Kindred Healthcare Inc. Tampa, FL Dec 2001 - Nov 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2012
Contact Info for Cindee M. Herlocker
Phone Number: 314-515-2000
Registered State(s):
  • MS
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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