Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you J.? Claim Your ProfileJ. David Herndon is an investment advisor representative with Independent Financial Partners. J. David Herndon has been in the industry since 1984 and has worked at several firms including LPL FINANCIAL LLC, MUTUAL SERVICE CORPORATION, and LINSCO/PRIVATE LEDGER CORP. J. David Herndon holds a Series 63, Series 65, and Series 24 license. J. David Herndon specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. J. David Herndon provides financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Percentage of assets under advisement
1
2
FL
10/20/2008 - Present
Independent Financial Partners (Palm Harbor FL)
FL
09/08/2009 - 06/17/2015
LPL FINANCIAL LLC (PALM HARBOR FL)
FL
06/03/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (PALM HARBOR FL)
FL
01/25/2008 - 06/23/2008
LPL FINANCIAL CORPORATION (PALM HARBOR FL)
FL
02/22/2007 - 01/04/2008
LINSCO/PRIVATE LEDGER CORP. (PALM HARBOR FL)
FL
06/02/1998 - 01/08/2007
INVESTACORP, INC. (PALM HARBOR FL)
MA
10/26/1995 - 05/21/1998
COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)
NY
02/25/1994 - 11/17/1995
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
07/26/1984 - 08/31/1988
DEAN WITTER REYNOLDS INC.
IA
Issued 07/16/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/1996
Series 24 - General Securities Principal Examination
BC
Issued 06/17/2015
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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