Capitol Securities Management
47yrs
Top advisor by experience in Tampa
10yrs
Daniel Herrera
Financial advisor at Farther
Daniel Herrera is a fiduciary financial advisor in Tampa, Florida, with 10 years in the industry. After two years at Fisher Investments and three years at UBS Financial Services, Daniel joined Farther in 2024, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 3079 advisors with offices in Tampa, and one of 2910 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
OfficeTampa, FL
FirmFarther
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$972,193
Advisors at the firm316
States licensed ?2 states
Services through Farther
Financial planningInvestment management for individuals and small businessesRetirement plan consultingNewsletters and publications
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2024 – nowFartherCurrent firm
- 2021 – 2024Fisher InvestmentsPreviously
- 2018 – 2021UBS Financial Services Inc.Previously
Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call Farther at 628-246-8004 and ask for Daniel Herrera. Daniel works from the Tampa, FL office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Daniel hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Farther reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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