Donald Verl Hershberger

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2000 → 12/2018
  Dvh Enterprises, Inc
  Jackson, MI
• 05/2004 → 09/2016
  Royal Alliance Associates
  New York, NY
• 09/2016 → Present
  Raymond James Financial Services, Inc.
  Jackson, MI
• 11/2000 → Present
  The Wealth Advisors
  Jackson, MI
• 09/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Jackson, MI
• 10/1994 → Present
  The Wealth Advisors, Ltd. Dba Paramount Wealth Management, Inc
  Jackson, MI

Previous Registrations

• 2010-05-28 → 2016-09-21
  Osaic Wealth, Inc.
  Jackson, MI
• 2010-05-26 → 2011-04-06
  Paramount Wealth Management, Inc.
  Jackson, MI

Other Businesses

Name of Business : The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. Address: 420 S Brown St,Jackson, MI Nature of the Business: Support Company/DBA (Non-Owner) Position/Title: Employee Investment Related:No Start Date: 11/01/2000 Hours per month devoted to this business: 160 Hours per month devoted to this business during trading hours: 130 Description of duties: Assist client meetings, review client plans and monitor client accounts.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-10