Denise HerringCRD 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.
Valic Financial Advisors, Inc.
Patton Albertson Miller Group, LLC
Woodbury Financial Services, Inc.
|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|
Total Assets Under Management2,078MILLIONS
Total Number of Accounts8,484ACCOUNTS
Average Account Value$244,956
- 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)
- Educational seminars/workshops
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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