Terry HersheyCRD 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.
Buffington Mohr Mcneal
American Independent Securities Group, LLC
Rathbone Warwick Investment Management
|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|
Total Assets Under Management22MILLIONS
Total Number of Accounts120ACCOUNTS
Average Account Value$183,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
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