TH
Terry G. Hershey
INTEGRATED ADVISORS
BOISE, ID 83705
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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.
1. Terry Hershey working as a sole proprietor offers fixed life and health insurance products with various companies. This is an investment related activity occurring at the same address as Integrated Advisors. Terry Hershey has been an insurance agent since 2002 and spends approximately 3 hours a month with these activities, which may occur during securities trading hours. The activities include discussing the benefits of life insurance or long-term care insurance, as well as applying for appropriate coverage when suitable for clients as part of their overall plan. 2. Terry Hershey offers his time on a weekly basis to Kitty Hawk Technology, LLC. Terry Hershey does not have an ownership interest in Kitty Hawk Technology, nor does he receive any form of compensation from Kitty Hawk Technology. Kitty Hawk Technology is owned by Terry Hershey's son, Drew Hershey, and is located at 2220 S Cabo Pl, Meridian, ID. The firm is actively developing software exclusively for Integrated Advisors. As such, Terry Hershey does have an interest in the success of Kitty Hawk for the purposes of future access to custom built software, and Integrated Advisors has funded development work by Kitty Hawk in the form of a business loan. Kitty Hawk is not an investment related company, but the software is applicable to the financial services as a financial planning application. Terry Hershey spends approximately 10 hours a month assisting Kitty Hawk Technology with such things as business planning, business advice, and various administrative services, and this has been true since Kitty Hawk's formation in 2018. It is the case that some of those hours can occur during securities trading hours.
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®
Experience
Current
August 8, 2016 - Present
INTEGRATED ADVISORS
Office #1: 4346 W. Rose Hill Street Suite A, Boise, ID 83705RIA
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
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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
Regulatory assets under management
| Total Number of Accounts | 135 |
| AUM (Assets Under Management) | $ 44,000,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
