Terry Hershey (CRD# 3097903) is an Investment Advisor Representative working at Integrated Advisors in Boise, ID and has over 25 years of experience in the finance industry.
CRD# 5366550
Edward Jones
CRD# 6489237
American Independent Securities Group, LLC
CRD# 5263358
Libra Wealth LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Integrated Advisors, LLC | Boise, ID | Aug 2016 - Current | 7 |
| Newform Advisors, LLC | Boise, ID | Nov 2014 - Aug 2016 | 1 |
| Cetera Advisors, LLC | Boise, ID | Nov 2014 - Aug 2016 | 1 |
| Cetera Advisors LLC | Boise, ID | Oct 2014 - Aug 2016 | 1 |
| Terry Hershey, Sole Proprietor | Boise, ID | Nov 1998 - Aug 2016 | 17 |
| Morgan Stanley Smith Barney | Boise, ID | Apr 2012 - Nov 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2002 |
- ID
- OR
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Total Assets Under Management38MILLIONS
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Total Number of Accounts78ACCOUNTS
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Average Account Value$487,179
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
ID, OR
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