LH
LH

Louis Joseph Hershman

29 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
228 advisors
Number of Clients
14,528 clients
Average Client Portfolio
$140K average
Assets Under Management
$2.0B

Fee Structure

Minimum Investment:$10K
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Location

6666 Passer Road, Suite 4, Coopersburg, PA, 18036

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Louis is an Investment Advisor Representative at Oaktree Advisors, LLC, dedicating about 10-20% of his time to investment management. He is also a licensed insurance agent at Oaktree Advisors, LLC, selling fixed annuities, FIA's, and life insurance, spending a few hours per week on this activity.

Employment History
Current Registrations
Madison Avenue Securities, LLCBroker
February 2025 - Present · 1 yr
Oaktree Advisors LLC
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
Pks Advisory Services, LLC
August 2009 - December 2013 · 4 yrs 4 mos
Purshe Kaplan Sterling InvestmentsBroker
August 2009 - February 2025 · 15 yrs 6 mos
Raymond James Financial Services Advisors, INC
January 2009 - August 2009 · 7 mos
Raymond James Financial Services
January 2006 - January 2009 · 3 yrs
Integrated Asset Management, INC.
April 1998 - December 2005 · 7 yrs 8 mos
Raymond James Financial Services, INC.Broker
September 1996 - August 2009 · 12 yrs 11 mos
PFS Investments INC.Broker
June 1996 - September 1996 · 3 mos
State Registrations5 states
FLNCNJPASC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.