David Herrmann, financial advisor Danville CA
96 score

David Herrmann

CRD Number: 1140606
Current Firm: Herrmann & Cooke Wealth Management

David Herrmann (CRD# 1140606) is an Investment Advisor Representative working at Herrmann & Cooke Wealth Management in Danville, CA and has over 27 years of experience in the finance industry. David Herrmann has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Herrmann & Cooke, Inc. Danville, CA Mar 2013 - Current 3
Herrmann Financial Services, Inc. Danville, CA Mar 1986 - Mar 2013 27
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
Contact Info for David P. Herrmann
Phone Number: 925-831-0200
Registered State(s):
  • AZ
  • CA
  • NV
  • WA
  • HI
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States


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

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