Lucas Hershey, financial advisor Gettysburg PA
89 score

Lucas Hershey

CRD Number: 6051196
Current Firm: Pnc Investments

Lucas Hershey (CRD# 6051196) is an Investment Advisor Representative working at Pnc Investments in Gettysburg, PA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Gettysburg, PA Aug 2015 - Current 1
Pnc Bank Gettysburg, PA Aug 2015 - Current 1
Unemployed Chambersburg, PA Mar 2015 - Aug 2015 < 1
Edward Jones St Louis, MO Jun 2014 - Mar 2015 < 1
Unemployed Fayetteville, PA Jan 2014 - Jun 2014 < 1
Geneos Wealth Management Gettysburg, PA Mar 2012 - Jan 2014 1
Ferrara Kampstra Gettysburg, PA Mar 2012 - Jan 2014 1
Heath Consultants Inc. Harrisburg, PA May 2010 - Mar 2012 1
Chambersburg Country Club Chambersburg, PA Apr 2010 - Sep 2010 < 1
Unemployed Chambersburg, PA May 2009 - Apr 2010 < 1
Shippensburg University Shippensburg, PA Aug 2004 - May 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Lucas T. Hershey
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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
89
Clean Record
This advisor has a clean track record with regulators.

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