Mary Hershberger is a CFP-designated registered investment advisor, based in Jackson, MI, with 27 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold.
Location
420 South Brown Street, Jackson, MI, 49203
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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.
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Mary is involved with two businesses: DVH Enterprises, Inc. where she does bookkeeping for a few hours per week, and The Wealth Advisors, Ltd. where she dedicates about half her time to compliance, client meetings, client service, bookkeeping, and company management.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Paramount Wealth Management, INC.
Royal Alliance Associates, INC.Broker
Ing Financial Partners, INC.Broker
State Registrations7 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.
Exams
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