Paul Hershenberg
Paul Hershenberg is a registered investment advisor at LPL Financial LLC, based in Tempe, AZ, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2131 East Broadway Suite 29, Tempe, AZ, 85282
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul owns Hershenberg Financial & Employee Benefits, focusing on group health and dental plans, and is involved with Hershenberg & Stone-Walsh Insurance Services, LLC, an insurance agency specializing in employee benefits and individual health insurance. He also works as an employee benefits manager for Atlas CPA's Advisors PLLC, offering group employee benefits insurance, and dedicates minimal time to networking and serving on the advisory board for Human Services Consultants.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations23 states
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.