DH
CFP
DH
CFP

Donald Hershberger

43 Years of Experience
Jackson, MI
2 DisclosuresBrokerSells Insurance

Donald Hershberger is a CFP-designated registered investment advisor, based in Jackson, MI, with 43 years of industry experience.

Location

420 South Brown Street, Jackson, MI, 49203

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History

Regulatory History (2)
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Customer Dispute
April 2012
Denied
Customer Dispute
August 2002
Denied
Other Business ActivitiesSells Insurance

Donald is an author selling a book on Amazon and owns CanDon Properties, LLC, a rental real estate company. He also owns DVH Enterprises, Inc., used for marketing expenses and insurance sales, and The Wealth Advisors, Ltd., where he dedicates about half his time to making all company decisions.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
September 2016 - Present · 9 yrs 10 mos
Raymond James Financial Services Advisors, INC
September 2016 - Present · 9 yrs 10 mos
Previous Registrations
Paramount Wealth Management, INC.
March 2008 - April 2011 · 3 yrs 1 mo
Royal Alliance Associates, INC.
April 2006 - September 2016 · 10 yrs 5 mos
Royal Alliance Associates, INC.Broker
May 2004 - September 2016 · 12 yrs 4 mos
Ing Financial Partners, INC
September 1998 - May 2004 · 5 yrs 8 mos
Ing Financial Partners, INC.Broker
December 1991 - May 2004 · 12 yrs 5 mos
Guardian Investor Services CorporationBroker
May 1988 - December 1991 · 3 yrs 7 mos
Mutual of Omaha Fund Management CompanyBroker
February 1983 - March 1988 · 5 yrs 1 mo
State Registrations24 states
AZCACOCTFLGAHIILINKYMDMIMONCNVNYOHORPASCTNTXVAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Donald Hershberger - Financial Advisor | TrueAdvisor