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TH

Terry G. Hershey

INTEGRATED ADVISORS
BOISE, ID 83705
Some features on this profile are disabled
CRD#: 3097903
TH

Professional summary

Terry Gene Hershey, ChFC® is a registered financial advisor currently at INTEGRATED ADVISORS located in Boise, Idaho.

Terry is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Terry has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Terry Gene 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®
ChFC®

Chartered Financial Consultant

Experience

Current

August 8, 2016 - Present

INTEGRATED ADVISORS

Office #1: 4346 W. Rose Hill Street Suite A, Boise, ID 83705
RIA
CRD#: 283592
BOISE, ID
Past

November 3, 2014 - August 9, 2016

CETERA ADVISORS LLC

RIA
CRD#: 10299
BOISE, ID
Past

October 30, 2014 - August 9, 2016

CETERA ADVISORS LLC

BD
CRD#: 10299
BOISE, ID
Past

April 3, 2012 - November 6, 2014

MORGAN STANLEY

RIA
CRD#: 149777
BOISE, ID
Past

April 3, 2012 - November 6, 2014

MORGAN STANLEY

BD
CRD#: 149777
BOISE, ID
Past

November 15, 2002 - April 3, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

RIA
CRD#: 15708
PAYETTE, ID
Past

September 19, 2002 - April 3, 2012

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
PAYETTE, ID
Past

May 17, 2002 - September 25, 2002

SAWTOOTH SECURITIES, LLC

BD
CRD#: 105386
BOISE, ID
Past

September 2, 1998 - May 21, 2002

EDWARD JONES

BD
CRD#: 250
ST. LOUIS, MO

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
Idaho
(8/8/2016)
IAR
Oregon
(8/8/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/11/2002
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 9/3/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/9/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/1/1998
General Securities Representative Examination

Current Firm

IA
INTEGRATED ADVISORS
INTEGRATED ADVISORS | NEWFORM ADVISORS, LLC | NEWFORM ADVISORS | INTEGRATED ADVISORS, LLC

CRD#: 283592 / SEC#:

Idaho
Registered Investment Advisory firm - (6/29/2016 Approved)
Oregon
Registered Investment Advisory firm - (8/8/2016 Approved)
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Contact information

Main Address
4346 W. Rose Hill Street Suite A, Boise, ID 83705
Mailing Address
Phone number
(208) 344-6888
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts196
AUM (Assets Under Management)$ 49,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

INTEGRATED ADVISORS

CRD#: 283592Boise, ID 83705

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