Terry Gene Hershey

Employer firm

Integrated Advisors CRD 283592

$49.0M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 08/2016 → Present
  Integrated Advisors, Llc
  Boise, ID

Previous Registrations

• 2014-11-03 → 2016-08-09
  Cetera Advisors Llc
  Wilsonville, OR
  Boise, ID
• 2012-04-03 → 2014-11-06
  Morgan Stanley
  Boise, ID
• 2002-11-15 → 2012-04-03
  Concourse Financial Group Securities, Inc.
  Payette, ID
  Payette, ID

Other Businesses

1. Terry Hershey working as a sole proprietor offers fixed life and health insurance products with various companies. This is an investment related activity occurring at the same address as Integrated Advisors. Terry Hershey has been an insurance agent since 2002 and spends approximately 3 hours a month with these activities, which may occur during securities trading hours. The activities include discussing the benefits of life insurance or long-term care insurance, as well as applying for appropriate coverage when suitable for clients as part of their overall plan. 2. Terry Hershey offers his time on a weekly basis to Kitty Hawk Technology, LLC. Terry Hershey does not have an ownership interest in Kitty Hawk Technology, nor does he receive any form of compensation from Kitty Hawk Technology. Kitty Hawk Technology is owned by Terry Hershey's son, Drew Hershey, and is located at 2220 S Cabo Pl, Meridian, ID. The firm is actively developing software exclusively for Integrated Advisors. As such, Terry Hershey does have an interest in the success of Kitty Hawk for the purposes of future access to custom built software, and Integrated Advisors has funded development work by Kitty Hawk in the form of a business loan. Kitty Hawk is not an investment related company, but the software is applicable to the financial services as a financial planning application. Terry Hershey spends approximately 10 hours a month assisting Kitty Hawk Technology with such things as business planning, business advice, and various administrative services, and this has been true since Kitty Hawk's formation in 2018. It is the case that some of those hours can occur during securities trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-11-11
• S63 Uniform Securities Agent State Law Examination
  1998-09-03

Designations

• Chartered Financial Consultant