Julia Hershman is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Mchenry, MD, with 4 years of industry experience. Julia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
38 Vacation Way, Mchenry, MD, 21541
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Julia is a coach for Beachbody, a secretary for Hershman Pre-Owned Auto Sales, and sells clothing on Poshmark. She also works as a wealth advisor associate for First United Bank and Trust, assisting with trust accounts and estate planning, but does not handle securities transactions.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
State Registrations14 states
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