Matthew Berry (CRD# 6286952) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 10 years of experience in the finance industry.
CRD# 2503103
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5372026
Rkl Private Wealth
CRD# 1255111
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lampeter Church Of The Brethren | Lancaster, PA | Aug 2011 - Current | 12 |
| Mutual Of Omaha Investor Services | Harrisburg, PA | Jan 2014 - Apr 2015 | 1 |
| Mutual Of Omaha | Harrisburg, PA | May 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2014 |
- PA
- TN
-
Total Assets Under Management123MILLIONS
-
Total Number of Accounts1,023ACCOUNTS
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Average Account Value$120,278
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
FL, MD, NC, PA, TN, TX
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