Denise Herring, financial advisor Macon GA

Denise Herring

CRD Number: 6668881
Current Firm: Sa Stone Investment Advisors Inc.

Denise Herring (CRD# 6668881) is an Investment Advisor Representative working at Sa Stone Investment Advisors Inc. in Macon, GA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Sa Stone Wealth Management Inc. Macon, GA Sep 2018 - Current 3
Sa Stone Investment Advisors Inc. Macon, GA Sep 2018 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Macon, GA Jun 2016 - Sep 2018 2
Herring Builders Forsyth, GA Sep 2013 - Jun 2016 2
Ingersoll-rand (trane) Macon, GA May 2011 - Sep 2013 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2018
Contact Info for Denise L. Herring
Phone Number: 800-292-2411
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    2,078
    MILLIONS
  • Total Number of Accounts
    8,484
    ACCOUNTS
  • Average Account Value
    $244,956
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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