Home
›
Firms
›
HERSHEY FINANCIAL ADVISERS, LLC
HERSHEY FINANCIAL ADVISERS, LLC
LANCASTER, Pennsylvania
·
3 registered advisors
·
CRD# 149907
SEC# 801-128090
2
717-295-8888
01
Firm Overview
AUM
$123M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at HERSHEY FINANCIAL ADVISERS, LLC
3 registered advisors
Greg Deanne Boll
LANCASTER, Pennsylvania
CRD# 4166371
Matthew Dawson Berry
LANCASTER, Pennsylvania
CRD# 6286952
Nicholas Ryan Brightbill
LANCASTER, Pennsylvania
CRD# 5197623
05
Office Locations
LANCASTER, Pennsylvania
3 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. HERSHEY FINANCIAL ADVISERS, LLC (CRD# 149907) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.