Biran C. Herndon

HERNDON WEALTH SERVICES

VERO BEACH, FL 32960

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CRD#: 2559886

Professional summary

Biran Clifford Herndon is a registered financial advisor currently at HERNDON WEALTH SERVICES INC located in Vero Beach, Florida.

Biran is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Biran has worked at 14 firms and has passed the Series 65, Series 66, Series 63, Series 6 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

ELITE TAX ADVISORY SERVICES, LLC; INVESTMENT RELATED; VERO BEACH, FL; TAX PREPARATION SERVICES, TAX PREPARATION, INSURANCE AGENT; JANUARY 2008; 160 Hours a month

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Biran Clifford 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

October 23, 2025 - Present

HERNDON WEALTH SERVICES INC

Office #1: 916 20th Place, Vero Beach, FL 32960

RIA

CRD#: 313930

VERO BEACH, FL

Past

May 29, 2024 - December 31, 2024

HERNDON WEALTH SERVICES INC

RIA

CRD#: 313930

VERO BEACH, FL

Past

August 23, 2022 - December 11, 2023

IMPACT PARTNERSHIP WEALTH, LLC

RIA

CRD#: 313928

VERO BEACH, FL

Past

May 11, 2022 - July 26, 2022

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

VERO BEACH, FL

Past

August 6, 2021 - November 9, 2021

LIFEPRO ASSET MANAGEMENT

RIA

CRD#: 285252

Vero Beach, FL

Past

October 26, 2020 - December 23, 2020

FORTA FINANCIAL GROUP, INC.

RIA

CRD#: 28784

Vero Beach, FL

Past

July 16, 2014 - December 31, 2015

BCH FINANCIAL, INC.

RIA

CRD#: 171529

VERO BEACH, FL

Past

April 23, 2008 - September 12, 2008

MONEY CONCEPTS CAPITAL CORP

CRD#: 12963

PORT SAINT LUCIE, FL

Past

March 7, 2008 - September 12, 2008

MONEY CONCEPTS CAPITAL CORP

RIA

CRD#: 12963

PORT SAINT LUCIE, FL

Past

July 6, 2007 - December 4, 2007

THE MCENERNEY GROUP

RIA

CRD#: 140847

MELBOURNE, FL

Past

February 27, 2002 - January 14, 2003

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

FT. PIERCE , FL

Past

November 30, 2001 - January 14, 2003

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

July 24, 2000 - July 6, 2001

EQUITABLE ADVISORS, LLC

CRD#: 6627

NEW YORK, NY

Past

February 22, 2000 - July 13, 2000

BIRCHTREE FINANCIAL SERVICES LLC

CRD#: 15014

MINNEAPOLIS, MN

Past

October 20, 1998 - January 25, 2000

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SCHAUMBURG, IL

Past

January 4, 1995 - June 15, 1995

GREAT AMERICAN FINANCIAL NETWORK, INC.

CRD#: 14108

NORCROSS, GA

Past

November 29, 1994 - January 10, 1995

FAIRCHILD FINANCIAL GROUP, INC.

CRD#: 21404

NEW YORK, NY

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

Florida
(10/23/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/17/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 12/19/1998

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/18/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 4/21/2008

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

Series 7

Date: 4/30/1999

General Securities Representative Examination

Current Firm

HERNDON WEALTH SERVICES INC

ELITE FINANCIAL ADVISORY SERVICES INC | HERNDON WEALTH SERVICES INC

CRD#: 313930 / SEC#:

Florida

Registered Investment Advisory firm - (10/23/2025 Approved)

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Contact information

Main Address

916 20th Place, Vero Beach, FL 32960

Mailing Address

Phone number

(772) 925-1063

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Biran C. Herndon

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Biran Clifford Herndon's CRS (Customer Relationship Summary).

Certified licenses

Experience

HERNDON WEALTH SERVICES INC

IMPACT PARTNERSHIP WEALTH, LLC

BROOKSTONE WEALTH ADVISORS, LLC

LIFEPRO ASSET MANAGEMENT

FORTA FINANCIAL GROUP, INC.

BCH FINANCIAL, INC.

MONEY CONCEPTS CAPITAL CORP

MONEY CONCEPTS CAPITAL CORP

THE MCENERNEY GROUP

CETERA INVESTMENT ADVISERS LLC

CETERA FINANCIAL SPECIALISTS LLC

EQUITABLE ADVISORS, LLC

BIRCHTREE FINANCIAL SERVICES LLC

CETERA FINANCIAL SPECIALISTS LLC

GREAT AMERICAN FINANCIAL NETWORK, INC.

FAIRCHILD FINANCIAL GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/17/2020

Series 66

Date: 12/19/1998

Series 63

Date: 11/18/1994

Series 6

Date: 4/21/2008

Series 7

Date: 4/30/1999

Current Firm

HERNDON WEALTH SERVICES INC

Contact information

Documents

Red Flags

Company Information

HERNDON WEALTH SERVICES INC

TRUST BUT VERIFY

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