Daniel Herrera
Investment adviser representative at Insight Securities, Inc.
10 yearsExperience
1 stateRegistered in
$4.4MFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Insight Securities, Inc.Feb 2021 to now
- Banco San Juan Internacional IncAug 2014 to now
- Avanti SecuritiesOct 2023 to May 2024
- San Juan Investments LLCMar 2015 to May 2019
- HG Latam Consulting LLCAug 2014 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Insight Securities, Inc.
$4.4MAssets managed
12Clients
11Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6487539
- Firm CRD
- 5611