Donald Hershberger
Donald Hershberger is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Jackson, MI, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
420 South Brown Street, Jackson, MI, 49203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Donald is an employee of The Wealth Advisors, Ltd. DBA Paramount Wealth Management, Inc., a support company, where he assists with client meetings, reviews client plans, and monitors client accounts. This role occupies nearly all of Donald's time.
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
State Registrations12 states
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