Lucas HersheyCRD Number: 6051196
Current Firm: Bb&t Securities, LLC
Lucas Hershey (CRD# 6051196) is an Investment Advisor Representative working at Bb&t Securities, LLC in Millersburg, PA and has over 3 years of experience in the finance industry.
Royal Alliance Associates, Inc.
Msi Financial Services, Inc.
Retirement Collaborative LLC
|Bb&t Securities, LLC||Millersburg, PA||Jan 2018 - Current||< 1|
|Bb&t||Millersburg, PA||May 2017 - Current||< 1|
|Pnc Investments||Gettysburg, PA||Aug 2015 - Apr 2017||1|
|Pnc Bank||Gettysburg, PA||Aug 2015 - Apr 2017||1|
|Unemployed||Chambersburg, PA||Mar 2015 - Aug 2015||< 1|
|Edward Jones||St Louis, MO||Jun 2014 - Mar 2015||< 1|
|Unemployed||Fayetteville, PA||Jan 2014 - Jun 2014||< 1|
|Geneos Wealth Management||Gettysburg, PA||Mar 2012 - Jan 2014||1|
|Ferrara Kampstra||Gettysburg, PA||Mar 2012 - Jan 2014||1|
|Heath Consultants Inc.||Harrisburg, PA||May 2010 - Mar 2012||1|
|Chambersburg Country Club||Chambersburg, PA||Apr 2010 - Sep 2010||< 1|
|Unemployed||Chambersburg, PA||May 2009 - Apr 2010||< 1|
|Shippensburg University||Shippensburg, PA||Aug 2004 - May 2009||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2014|
Total Assets Under Management18,055MILLIONS
Total Number of Accounts42,521ACCOUNTS
Average Account Value$424,604
- A percentage of assets under your management
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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