Fonda Erin Markley

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 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

• 10/2013 → 09/2017
  Wells Fargo Advisors Financial Network, Llc
  Wormleysburg, PA
• 09/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 09/2017 → 02/2021
  Bar Financial Llc
  Mechanicsburg, PA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 04/2024 → 06/2026
  Bar Financial Partners
  Mechanicsburg, PA
• 01/2026 → 06/2026
  Bar Financial Partners By Cetera
  Mechanicsburg, PA
• 07/2026 → Present
  Fortis Investment Advisory Services, Llc
  Camp Hill, PA
• 07/2026 → Present
  Fortis Investment Services, Inc.
  Camp Hill, PA

Previous Registrations

• 2013-10-28 → 2017-09-27
  Wells Fargo Advisors Financial Network, Llc
  Wormleysburg, PA
• 2011-08-25 → 2013-10-29
  Morgan Stanley
  Harrisburg, PA

Other Businesses

1) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND LONG TERM CARE 2) NAME OF OTHER BUSINESS: GIVE MUSIC TOUR FOR TORCH RELAY; INVESTMENT RELATED: NO; ADDRESS: 16332 COOPERS HAWK AVE, CLERMONT, FL 34714; NATURE OF BUSINESS: CHARITY / FUNDRAISING; START DATE: 03/2018; POSITION/TITLE/RELATIONSHIP: COMMUNICATIONS DIRECTOR; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: COORDINATE AND BE GO TO PERSON FOR EVENTS, ADVERTISE ALL EVENTS TO GET PARTICIPATION; 3) NAME OF OTHER BUSINESS: POLAR BEAR FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 650 S BALTIMORE ST, DILLSBURG, PA 17019; NATURE OF BUSINESS: NON-PROFIT FOUNDATION ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: EVENT COORDINATOR FOR LARGE EVENT OUTINGS. CALLING ON BUSINESSES TO DONATE ITEMS FOR RAFFLES ; 4) NAME OF OTHER BUSINESS: FORTIS INVESTMENT ADVISORY SERVICES, LLC; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL, RETIREMENT AND INSURANCE PLANNING; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 10; APX NUMBER OF HOURS DURING TRADING HOURS: 10; BRIEF DESCRIPTION OF DUTIES: FINANCIAL PLANNING AND INSURANCE SERVICES; 5) NAME OF OTHER BUSINESS: FORTIS INVESTMENT SERVICES, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 07/2026; POSITION/TITLE/RELATIONSHIP: PRESIDENT; APX NUMBER OF HOURS PER WEEK: 40; APX NUMBER OF HOURS DURING TRADING HOURS: 32.5; BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2014-10-31
• S63 Uniform Securities Agent State Law Examination
  2011-03-23

Designations

• Certified Financial Planner

Other Names

• Fonda Erin Hershey
• Fonda Erin Hershey