Terry Hershey, financial advisor Boise ID
96 score

Terry Hershey

CRD Number: 3097903
Current Firm: Integrated Advisors

Terry Hershey (CRD# 3097903) is an Investment Advisor Representative working at Integrated Advisors in Boise, ID and has over 19 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Integrated Advisors, LLC Boise, ID Aug 2016 - Current 1
Newform Advisors, LLC Boise, ID Aug 2016 - Current 1
Newform Advisors, LLC Boise, ID Nov 2014 - Current 3
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
Investment Advisors Boise, ID Nov 2002 - Apr 2012 9
Proequities, Inc. Payette, ID Sep 2002 - Apr 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1998
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Terry G. Hershey
Phone Number: 2083446888
Registered State(s):
  • ID
  • OR
Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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