Daniel Herron (CRD# 5234959) is an Investment Advisor Representative working at Elemental Wealth Advisors, LLC in San Luis Obispo, CA and has 1 year of experience in the finance industry. Daniel Herron 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.
CRD# 1633454
Lpl Financial LLC
CRD# 6342307
San Luis Wealth Advisors
CRD# 4781575
J.p. Morgan Securities LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The PFS designation was created to allow CPA holders to take additional education to gain experience and expertise in the broader topics of financial planning.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elemental Wealth Advisors LLC | San Luis Obispo, CA | Sep 2018 - Current | 5 |
| Bbfs Inc. | San Luis Obispo, CA | Feb 2017 - Current | 7 |
| Caliber Accounting And Tax | Pismo Beach, CA | Nov 2015 - Nov 2016 | 1 |
| Wacker Wealth Partners | San Luis Obispo, CA | Nov 2015 - Nov 2016 | 1 |
| St Mary's College Of California/cal Poly | San Luis Obispo, CA | Jun 2012 - Nov 2015 | 3 |
- CA
- LA
- TX
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$154,056
- 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
- Pension consulting services
- Educational seminars/workshops
CA, LA, TX
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