Daniel Herr (CRD# 3101321) is an Investment Advisor Representative working at Herr Investment Group LLC in Austin, TX and has over 19 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Herr Investment Group LLC | Austin, TX | Jan 2022 - Current | 2 |
| Monere Investments Inc. | Schaumberg, IL | Jun 2019 - May 2022 | 2 |
| Noyes Advisors LLC | Chicago, IL | Aug 2015 - Jun 2019 | 3 |
| David A Noyes & Company | Chicago, IL | Jun 2004 - Jun 2019 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2005 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2005 |
- IL
- TX
-
Total Assets Under Management748MILLIONS
-
Total Number of Accounts174ACCOUNTS
-
Average Account Value$4,296,541
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, FL, IL, MI, NH, TX
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