Unclaimed Profile

Lyle E Hershey

MASTER'S WEALTH MANAGEMENT INC.·LANCASTER, Pennsylvania

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 99TOCFPClean record24 years registeredMASTER'S WEALTH MANAGEMENT INC.

480 NEW HOLLAND AVENUE, LANCASTER, PA 17602CRD# 2174846Firm CRD# 328693

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lyle E Hershey · LANCASTER, PA

Registration

CRD #2174846 · MASTER'S WEALTH MANAGEMENT INC. · 24 years registered

Brand Profile

Not yet started

Career History

MASTER'S WEALTH MANAGEMENT INC.

Mar 2024 – present

SECURITIES AMERICA ADVISORS, INC.

Oct 2012 – Apr 2024

LANCASTER, PA

MASTER'S ADVISORS, INC.

Jan 2002 – Dec 2012

LANCASTER, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 18, 2002

Years registered · 24

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MASTER'S WEALTH MANAGEMENT INC.

CRD 328693 · SEC 801-129711

AUM

$380M

Regulatory assets under management

Employees

1,175 client accounts

Services offered by MASTER'S WEALTH MANAGEMENT INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MASTER'S WEALTH MANAGEMENT INC. →

Introduction

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Frequently Asked Questions

What services does Lyle E Hershey offer?

Lyle E Hershey specializes in Financial Planning, Investment Management. Contact their office in LANCASTER, Pennsylvania for a consultation.

What are Lyle E Hershey's credentials?

Lyle E Hershey holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Lyle E Hershey located?

Lyle E Hershey is based in LANCASTER, Pennsylvania, working with MASTER'S WEALTH MANAGEMENT INC.. Their office serves clients in the LANCASTER metropolitan area and surrounding communities.

How does Lyle E Hershey charge for services?

Lyle E Hershey's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MASTER'S WEALTH MANAGEMENT INC.?

MASTER'S WEALTH MANAGEMENT INC. has approximately 10 employees and manages $380M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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