Dan Herron, Financial Advisor with Raymond James & Associates

Dan Herron, Financial Advisor with Raymond James & Associates Dan Herron, CFP®
Financial Advisor This is something clients experience as they rely on him to help guide their financial decisions.

With more than two decades in the financial planning business, Dan knows the importance of recognizing each client’s individual financial situation. That’s why his clients receive personalized retirement income strategies rather than the one-size-fits-all investment programs. Dan’s dedication to serving clients is also evident in his certification as a CERTIFIED FINANCIAL PLANNER™ professional. To

achieve this, Dan passed the comprehensive CFP® certification examination and the CFP® board’s Fitness Standards for Candidates and Registrants, and has agreed to abide by the CFP® board’s Code of Ethics and Professional Responsibility and Rules of Conduct, which put clients’ interests first. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, CFP Logo Flame Design and CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Raymond James is not affiliated with the above organizations and/or charitable causes. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm
Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

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www.raymondjames.com

Address

Clive, IA

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+15152267890

Website

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