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Daniel Timothy Herndon

CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, Alabama
Clean recordCRI WEALTH ADVISORS, L.L.C.
901 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330CRD# 2907815Firm CRD# 165368

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Daniel Timothy Herndon · ENTERPRISE, AL
Registration
CRD #2907815 · CRI WEALTH ADVISORS, L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Daniel Timothy Herndon is a registered financial advisor based in ENTERPRISE, Alabama, affiliated with CRI WEALTH ADVISORS, L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
CRI WEALTH ADVISORS, L.L.C.
CRI WEALTH ADVISORS, L.L.C.
AUM
$146M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CRI WEALTH ADVISORS, L.L.C. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 2907815
Firm CRD# 165368
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Daniel Timothy Herndon offer?
Daniel Timothy Herndon specializes in Financial Planning, Investment Management. Contact their office in ENTERPRISE, Alabama for a consultation.
What are Daniel Timothy Herndon's credentials?
Daniel Timothy Herndon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Timothy Herndon located?
Daniel Timothy Herndon is based in ENTERPRISE, Alabama, working with CRI WEALTH ADVISORS, L.L.C.. Their office serves clients in the ENTERPRISE metropolitan area and surrounding communities.
How does Daniel Timothy Herndon charge for services?
Daniel Timothy Herndon's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CRI WEALTH ADVISORS, L.L.C.?
CRI WEALTH ADVISORS, L.L.C. has approximately 8 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRI WEALTH ADVISORS, L.L.C.

Richard Allan Weidner
ENTERPRISE, AL
D. Timothy Holloway
ENTERPRISE, AL
Hilton Cyrial Galloway
ENTERPRISE, AL
Phyllis S. Ingram
ENTERPRISE, AL
Stephen Crawford Riggs
ENTERPRISE, AL
Steven Allen Wheeler
BOWLING GREEN, KY

More Advisors in ENTERPRISE, Alabama

William Henry Carr
CRI WEALTH ADVISORS, L.L.C.·ENTERPRISE, AL

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Nearby cities in Alabama
BIRMINGHAM (369)MOBILE (54)HUNTSVILLE (39)MONTGOMERY (23)VESTAVIA HILLS (17)IRONDALE (13)FAIRHOPE (13)HOOVER (10)TUSCALOOSA (9)VESTAVIA (8)
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Research
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