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Hershey Financial Advisers, LLC CRD 149907
$152M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2014-02-06 |
| TX | RA | APPROVED | 2010-09-01 |
| PA | RA | APPROVED | 2009-06-15 |
Branch Locations
120 North Pointe Blvd Suite 300, Lancaster, PA 17601 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Leigh Baldwin & Co., Llc | Cazenovia | NY | 10/2001 | Present |
| Hershey Financial Advisers, Llc | Lancaster | PA | 11/2001 | Present |
1.INSURANCE PAID DIRECTLY THROUGH TEGLER AND ASSOCIATES AND STELLAR PERFORMANCE, VUL, UL, FIXED ANNUITIES, HEALTH INSURANCE, EQUITY INDEXED ANNUITIES, LTC, DISABILITY, & WHOLE LIFE, ETC. 2. SALES & MARKETING CONSULTING FOR COMPANIES 3. PROPERTY & CASUALTY LICENSED AND RECEIVE COMMISSION 4. NON COMPENSATORY WORK: PRES OF GATE CLUB; MEMBER OF SALES & MARKETING OF CENTRAL PA; PRESIDENT OF GIDEONS INTERNATIONAL OF PA; BOARD MEMBER OF THE STUDENT LIFE CENTER OF TEMPLE UNIVERSITY 5. HERITAGE INSURANCE AGENCY, P&C SALES; 0% OWNER; minimal HRS/WEEK DURING TRADING HOURS; NON INVESTMENT RELATED.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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