James Hershberger, financial advisor Lincoln NE

James Hershberger

CRD Number: 6427632
Current Firm: Round Table Investment Strategies, LLC

James Hershberger (CRD# 6427632) is an Investment Advisor Representative working at Round Table Investment Strategies, LLC in Lincoln, NE and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Round Table Investment Strategies, LLC Lincoln, NE Nov 2015 - Current 8
Ubs Financial Services, Inc. Lincoln, NE Dec 2014 - Aug 2015 < 1
Watts & Hershberger, Pc Lincoln, NE Jan 2004 - Nov 2014 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2015
Contact Info for James A. Hershberger
Phone Number: 402-540-4060
Registered State(s):
  • NE
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    303
    ACCOUNTS
  • Average Account Value
    $205,438
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

CO, NE, TX, WI

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