Evan HersheyCRD Number: 3146598
Current Firm: Umpqua Investments, Inc.
Evan Hershey (CRD# 3146598) is an Investment Advisor Representative working at Umpqua Investments, Inc. in Santa Rosa, CA and has over 19 years of experience in the finance industry.
Sherwood Investment Management
Jacobson & Breen Wealth Management, LLC
Albright Investment Management LLC
|Umpqua Investments, Inc.||Napa, CA||Sep 2009 - Current||8|
|Morgan Stanley Smith Barney||Santa Rosa, CA||Jun 2009 - Sep 2009||< 1|
|Citigroup Global Markets Inc.||Santa Rosa, CA||Apr 2001 - Sep 2009||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 1998|
Total Assets Under Management543MILLIONS
Total Number of Accounts2,318ACCOUNTS
Average Account Value$234,062
- A percentage of assets under your management
- 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)
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