Brian HeraldCRD Number: 6000159
Current Firm: Ameriprise Financial Services, Inc.
Brian Herald (CRD# 6000159) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Dublin, OH and has over 5 years of experience in the finance industry.
Rebel Financial, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Pds Planning Inc.
|Ameriprise Financial Services Inc.||Dublin, OH||Jul 2015 - Current||1|
|Edward Jones||St. Louis, MO||Nov 2011 - Jul 2015||3|
|Big Rapids Radio Network||Big Rapids, MI||Nov 2010 - Nov 2011||1|
|Rent-a-center||Big Rapids, MI||Feb 2010 - Nov 2010||< 1|
|Basic Communications||Big Rapids, MI||Aug 2009 - Dec 2009||< 1|
|Longhorn Steakhouse||Grove City, OH||Apr 2009 - Aug 2009||< 1|
|Unemployed||Not Applicable, MI||Jan 2009 - Mar 2009||< 1|
|Ferris State University||Big Rapids, MI||Aug 2004 - Dec 2008||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2012|
Total Assets Under Management178,060MILLIONS
Total Number of Accounts1,085,445ACCOUNTS
Average Account Value$164,044
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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