Bradley J. Herndon

HERNDON INVESTMENT MANAGEMENT

Greenfield, IN

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CRD#: 4619355

Professional summary

Bradley J Herndon, who also goes by Brad Herndon, is a registered financial advisor currently at HERNDON INVESTMENT MANAGEMENT, LLC located in Greenfield, Indiana.

Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Bradley has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brad Herndon

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Herndon's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

January 6, 2022 - Present

HERNDON INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 309564

Greenfield, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Indiana
(1/6/2022)

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Exams

Current Firm

HERNDON INVESTMENT MANAGEMENT, LLC

HERNDON INVESTMENT COMPANY | HERNDON INVESTMENT MANAGEMENT, LLC

CRD#: 309564 / SEC#:

Indiana

Registered Investment Advisory firm - (1/6/2022 Approved)

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Contact information

Main Address

Greenfield, IN

Mailing Address

Phone number

(317) 443-8042

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	38
AUM (Assets Under Management)	$ 31,999,551

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Bradley J. Herndon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley J Herndon's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERNDON INVESTMENT MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

HERNDON INVESTMENT MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HERNDON INVESTMENT MANAGEMENT, LLC

TRUST BUT VERIFY

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