Samuel Hershberger (CRD# 1701083) is an Investment Advisor Representative working at United Brokerage Services Inc. in Greer, SC and has over 36 years of experience in the finance industry.
CRD# 5253310
Boundless Financial
CRD# 6162753
Brookstone Wealth Advisors, LLC
CRD# 5633227
Northwestern Mutual Investment Services,llc
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Brokerage Services, Inc. | Parkersburg, WV | Jan 2020 - Current | 4 |
| Edward Jones | St.louis, MO | Aug 2019 - Jan 2021 | 1 |
| City Lights Fellowship | Greenville, SC | Oct 2018 - Apr 2020 | 1 |
| Jjb Hilliard Wl Lyons LLC | Greenville, SC | May 2018 - Dec 2018 | < 1 |
| J.j.b. Hilliard, W.l. Lyons, LLC | Greenville, SC | Feb 2012 - May 2018 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1987 |
| S65 | NASAA Investment Advisors Law Examination | Mar 1997 |
- CA
- NC
- SC
-
Total Assets Under Management250MILLIONS
-
Total Number of Accounts790ACCOUNTS
-
Average Account Value$316,134
- A percentage of assets under your management
- 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)
AL, CA, DC, FL, HI, KY, MD, NC, NJ, NY, OH, PA, SC, TX, VA, WV
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