Lyle E. Hershey
MASTER'S WEALTH MANAGEMENT
Lancaster, PA 17602
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CRD#: 2174846
Professional summary
Lyle E Hershey, CFP®, CLU® is a registered financial advisor currently at MASTER'S WEALTH MANAGEMENT INC. located in Lancaster, Pennsylvania.
Lyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Lyle has worked at 7 firms and has passed the Series 65, Series 63, Series 99TO, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
What are your service offerings?
Retirement Income Management
Retirement Planning
Investment Planning
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
KHN POSITION: Consultant NATURE: Business consulting for businesses looking to sell. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/10/2018 ADDRESS: 323 Powell Drive, Lancaster PA 17601 DESCRIPTION: We would assist in identifying potential buyers, assess company valuation, put together RFPs, assemble and present business profiles and facilitate meetings with potential buyers and sellers. All business activities would be done in conjunction with a local business consulting firm. MASTER'S ADVISORS POSITION: Advisor NATURE: Insurance Planning INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 11/12/2002 ADDRESS: 480 New Holland Avenue, Suite 7201, Lancaster PA 17602 DESCRIPTION: I help clients assess the value of buying and retaining traditional insurance contracts, ie. life insurance, annuities, long-term care insurance and disability insurance.
CRS (Client Relationship Summary) - RIA
Click below to view Lyle E Hershey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1999
Experience
Current
March 27, 2024 - Present
MASTER'S WEALTH MANAGEMENT INC.
Office #1: 480 New Holland Avenue Suite 7201, Lancaster, PA 17602RIA
CRD#: 328693
Lancaster, PA
Past
October 5, 2012 - April 1, 2024
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
LANCASTER, PA
Past
November 12, 2002 - April 1, 2024
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LANCASTER, PA
Past
January 18, 2002 - December 31, 2012
MASTER'S ADVISORS, INC.
RIA
CRD#: 114365
LANCASTER, PA
Past
May 2, 1994 - November 12, 2002
FSC SECURITIES CORPORATION
BD
CRD#: 7461
ATLANTA, GA
Past
October 7, 1991 - May 2, 1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
BD
CRD#: 4039
NEW YORK, NY
Past
October 7, 1991 - May 2, 1994
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693 / SEC#: 801-129711
RIA
Registered Investment Advisory firm - (7/19/2024 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Pennsylvania(3/27/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
MW
MASTER'S WEALTH MANAGEMENT INC.
MASTER'S ADVISORS INC. | MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693 / SEC#: 801-129711
RIA
Registered Investment Advisory firm - (7/19/2024 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
480 New Holland Avenue Suite 7201, Lancaster, PA 17602
Mailing Address
Phone number
(717) 581-1323
Established
Firm type
Fiscal year end
# of Employees
12
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,263 |
| AUM (Assets Under Management) | $ 415,439,107 |
Red Flags
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Company Information
MASTER'S WEALTH MANAGEMENT INC.
CRD#: 328693Lancaster, PA 17602TRUST BUT VERIFY
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Contact information
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