Keith Hering (CRD# 1496018) is an Investment Advisor Representative working at Kennedy Investment Group in West Deptford, NJ and has over 37 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 6180296
Oppenheimer & Company Inc.
CRD# 1272342
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kennedy Investment Group | West Deptford, NJ | Sep 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Holicong, PA | Jan 2009 - Sep 2022 | 13 |
| Raymond James Financial Services | Holicong, PA | May 2004 - Sep 2022 | 18 |
| Hering Financial Services, Inc. | Holicong, PA | May 2004 - Apr 2018 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 1986 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2005 |
- NJ
- PA
-
Total Assets Under Management469MILLIONS
-
Total Number of Accounts2,452ACCOUNTS
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Average Account Value$191,147
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AZ, CA, DC, DE, FL, LA, MA, MD, NC, NH, NJ, NY, PA, SC, TX, VA
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