Kristin Hershey is a CFP-designated registered investment advisor, based in York, PA, with 20 years of industry experience.
Location
2243 S. Queen St., York, PA, 17402
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristin is an independent insurance agent, dedicating minimal time to this role. She also owns Hershey Financial Group Inc and coaches volleyball at Dallastown Area High School, among other activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
August 2013 - Present · 13 yrs 1 mo
Cambridge Investment Research, INC.Broker
August 2013 - Present · 13 yrs 1 mo
Previous Registrations
Stages Planning Group, LLC
October 2014 - December 2017 · 3 yrs 2 mos
Lincoln Financial Advisors Corporation
October 2005 - August 2013 · 7 yrs 10 mos
Lincoln Financial Advisors CorporationBroker
August 2005 - August 2013 · 8 yrs
The Lincoln National Life Insurance CompanyBroker
August 2005 - April 2006 · 8 mos
State Registrations7 states
CADEFLMDPASCVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.