Mary Anne 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

• 05/1997 → Present
  Dvh Enterprises, Inc.
  Jackson, MI
• 05/2004 → 09/2016
  Royal Alliance Associates, Inc.
  Jackson, MI
• 09/2016 → Present
  Raymond James Financial Services, Inc.
  Jackson, MI
• 09/2016 → Present
  Raymond James Financial Services Advisors Inc.
  Jackson, MI

Previous Registrations

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

Other Businesses

(1)Name of Business: DVH Enterprises, Inc. Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Support Company - Non Owner Position/Title: Other Investment Related: No Start Date: 05/01/1997 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Bookkeeping (2)Name of Business: The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc. Address: 420 S Brown St, Jackson, MI, 49203, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/01/1997 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 81+ Description of duties: Compliance, meet with clients, some client service, do the books, manage the company

Exams

• S66 Uniform Combined State Law Examination
  2010-03-03

Designations

• Certified Financial Planner

Other Names

• Mary Anne Confer