Edward Herrera (CRD# 5777853) is an Investment Advisor Representative working at Lpl Financial LLC in Palm Coast, FL and has over 5 years of experience in the finance industry.
CRD# 2725491
Ameriprise Financial Services, LLC
CRD# 2836509
Securities America Advisors, Inc.
CRD# 6991432
Raymond James Financial Services Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Palm Coast, FL | Nov 2016 - Current | 7 |
| Alliance Financial Partners, Inc. | Palm Coast, FL | Apr 2010 - Current | 14 |
| Exodus Enterprises, LLC | Palm Coast, FL | Apr 2007 - Current | 17 |
| Exclusive Properties Of Flagler County, Inc. | Palm Coast, FL | Aug 1986 - Current | 37 |
| Voya Financial Advisors, Inc. | Palm Coast, FL | Jun 2016 - Nov 2016 | < 1 |
| Herrera Real Estate Services, LLC | Palm Coast, FL | Dec 2009 - May 2015 | 5 |
| Voya Financial Advisors | Palm Beach, FL | Sep 2014 - Feb 2015 | < 1 |
| Ing Financial Partners, Inc. | Palm Beach, FL | Aug 2014 - Aug 2014 | < 1 |
| Quest Capital Strategies, Inc. | Lake Forest, CA | May 2010 - Jun 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- FL
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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
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, WY
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