Nancy Hendershot, financial advisor Gaithersburg MD
93 score

Nancy Hendershot

CRD Number: 1894908
Current Firm: Lincoln Investment

Nancy Hendershot (CRD# 1894908) is an Investment Advisor Representative working at Lincoln Investment in Gaithersburg, MD and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
#ia Lincoln Investment Planning, Inc. Rockville, MD Oct 1988 - Current 28
Lincoln Investment Planning, Inc. Rockville, MD Oct 1988 - Current 28
Hendershot Financial Group Gaithersburg, MD Oct 1987 - Current 29
Nat'l Heart Lung & Blood Instit Bethesda, MD Nov 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1996
S65 NASAA Investment Advisors Law Examination Dec 1999
Contact Info for Nancy J. Hendershot
Phone Number: 215-887-8111
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Market timing services
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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