Hershey Financial Advisers, LLC

Hershey Financial Advisers, LLC (CRD# 149907) is a financial advisory firm headquartered in Lancaster, PA. They manage $123,044,352 in 1,023 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
120 North Pointe Blvd, Suite 300, Lancaster, PA 17601
http://www.hersheyfinancialadvisers.com
By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $120,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, PA, TN, TX

Financial Advisors at Hershey Financial Advisers, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Matthew Berry, financial advisor Lancaster PA
Matthew D. Berry
CRD#: 6286952
120 North Pointe Blvd, Suite 300, Lancaster, PA 17601

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.

2
Greg Boll, financial advisor Lancaster PA
Greg D. Boll
CRD#: 4166371
120 North Pointe Blvd, Suite 300, Lancaster, PA 17601

Greg Boll (CRD# 4166371) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 23 years of experience in the finance industry.

3
Nicholas Brightbill, financial advisor Lancaster PA
Nicholas R. Brightbill
CRD#: 5197623
120 North Pointe Blvd, Suite 300, Lancaster, PA 17601

Nicholas Brightbill (CRD# 5197623) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 16 years of experience in the finance industry.

4
Gerard Clunan, financial advisor Lancaster PA
Gerard F. Clunan
CRD#: 3154428
120 North Pointe Blvd, Suite 300, Lancaster, PA 17601

Gerard Clunan (CRD# 3154428) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 25 years of experience in the finance industry.

5
James Powers, financial advisor Knoxville TN
James D. Powers
CRD#: 1320785
10420 Jackson Oaks Way, Suite 101, Knoxville, TN 37922

James Powers (CRD# 1320785) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Knoxville, TN and has over 39 years of experience in the finance industry.

6
David Sellers, financial advisor Jefferson City TN
David C. Sellers
CRD#: 2532660
222 E. Broadway, Suite #202, Jefferson City, TN 37760

David Sellers (CRD# 2532660) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Jefferson City, TN and has over 29 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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