Hershey Financial Advisers, LLC

Hershey Financial Advisers, LLC (CRD# 149907) is a financial advisory firm headquartered in Lancaster, PA. They manage $31,060,000 in 682 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    682
    ACCOUNTS
  • Average Account Value
    $45,543
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, PA, TX

Financial Advisors at Hershey Financial Advisers, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Greg D. Boll
CRD#: 4166371
1801 Lititz Pike, Lancaster, PA 17601
93
Wealthminder
score

Greg Boll (CRD# 4166371) 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.

2
Nicholas R. Brightbill
CRD#: 5197623
1801 Lititz Pike, Lancaster, PA 17601
93
Wealthminder
score

Nicholas Brightbill (CRD# 5197623) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 9 years of experience in the finance industry.

3
Dennis M. Finneran
CRD#: 208034
Miami, FL
93
Wealthminder
score

Dennis Finneran (CRD# 208034) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Miami, FL and has over 35 years of experience in the finance industry.

4
Matthew D. Berry
CRD#: 6286952
1801 Lititz Pike, Lancaster, PA 17601
89
Wealthminder
score

Matthew Berry (CRD# 6286952) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 2 years of experience in the finance industry.

5
Gerard F. Clunan
CRD#: 3154428
1801 Lititz Pike, Lancaster, PA 17601
63
Wealthminder
score

Gerard Clunan (CRD# 3154428) is an Investment Advisor Representative working at Hershey Financial Advisers, LLC in Lancaster, PA and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.