Denise Herring
Advisor at StoneX Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at StoneX Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Macon, GA 31210
Credentials
Series 66
Industry experience
8 years
Denise Herring is a financial advisor at StoneX Advisors Inc. with eight years of industry experience. She holds a Series 66 designation and previously worked at Merrill from 2016 to 2018. Outside of her advisory role, she serves as Treasurer for the 8th District Republican Party of Georgia and is Recording Secretary for the Lt James Monroe National Society of the Daughters of the American Revolution. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, and consulting services. The firm utilizes a range of advisor-managed portfolios, proprietary models, and third-party money managers, supported by platforms such as Envestnet and Advyzon.
Based on StoneX Advisors Inc.
Offered for Financial Consulting services at fixed fees; specific amounts not stated in brochure
$0 - $249,999: 0.80% (American Funds F2 Platform tier) $250,000+: 0.55% (American Funds F2 Platform tier)
Offered for Financial Consulting services at hourly rates; specific rates not stated in brochure
Account minimum: $5,000 (minimum account value below which advisory agreements may be terminated); specific minimums vary by service (e.g., $50,000 for Advisor as Portfolio Manager service, $25,000 for Advisor as Financial Consultant service, $10,000 to $100,000 for various StoneX Model Solutions, $100,000 for Separate Account Managers and Model Portfolio Providers, $10,000 for Fund Strategists, $250 per fund for American Funds F2 Platform) Minimum fee: Minimum Management Fee of 0.10% or $200 annually (whichever is greater) per Advisory Account; $300 minimum fee for UMA accounts
2500 Northside Crossing, Suite B
Macon, GA 31210
Georgia
Stonex Advisors Inc
2018 - Present (8 years)
StoneX Securities Inc
2018 - Present (8 years)
Merrill
2016 - 2018 (2 years)
Herring Builders
2013 - 2016 (3 years)
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