Stephanie Herrera, financial advisor Conroe TX
93 score

Stephanie Herrera

CRD Number: 4454250
Current Firm: Primerica Advisors

Stephanie Herrera (CRD# 4454250) is an Investment Advisor Representative working at Primerica Advisors in Conroe, TX and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Herrera Financial Partners New Waverly, TX Mar 2002 - Current 14
Pfs Investments Inc. Conroe, TX Sep 2001 - Current 15
Primerica Financial Services Conroe, TX May 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2001
S65 NASAA Investment Advisors Law Examination Feb 2011
Contact Info for Stephanie Herrera
Phone Number: 800-544-5445
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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
93
Clean Record
This advisor has a clean track record with regulators.

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