Lucas Hershey, financial advisor Millersburg PA
90 score

Lucas Hershey

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Lucas T. Hershey
Phone Number: 804-643-1811
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    18,055
    MILLIONS
  • Total Number of Accounts
    42,521
    ACCOUNTS
  • Average Account Value
    $424,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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