Fonda E. Markley
CETERA INVESTMENT ADVISERS LLC
MECHANICSBURG, PA 17055
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CRD#: 5513752
Professional summary
Fonda Erin Markley, AIF®, CFP®, who also goes by Fonda Erin Hershey, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Mechanicsburg, Pennsylvania and CETERA WEALTH SERVICES, LLC located in Mechanicsburg, Pennsylvania.
Fonda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Fonda has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Fonda Erin Hershey
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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 09/2017 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH AND LONG TERM CARE (2) NAME OF OTHER BUSINESS: BAR FINANCIAL LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 09/2017 POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR AND SALES ASSISTANT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: FINANCIAL ADVISOR AND SALES ASSISTANT (3) NAME OF OTHER BUSINESS: GIVE MUSIC TOUR FOR TORCH RELAY; INVESTMENT RELATED: NO; ADDRESS: 16332 COOPERS HAWK AVE, CLERMONT, FL 34714; NATURE OF BUSINESS: CHARITY / FUNDRAISING; START DATE: 03/2018; POSITION/TITLE/RELATIONSHIP: COMMUNICATIONS DIRECTOR; APX NUMBER OF HOURS PER WEEK: 8; APX NUMBER OF HOURS DURING TRADING HOURS: 8; BRIEF DESCRIPTION OF DUTIES: COORDINATE AND BE GO TO PERSON FOR EVENTS, ADVERTISE ALL EVENTS TO GET PARTICIPATION; (4) NAME OF OTHER BUSINESS: POLAR BEAR FOUNDATION; INVESTMENT RELATED: NO; ADDRESS: 650 S BALTIMORE ST, DILLSBURG, PA 17019; NATURE OF BUSINESS: NON-PROFIT FOUNDATION ; START DATE: 08/2021 ; POSITION/TITLE/RELATIONSHIP: BOARD MEMBER ; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: EVENT COORDINATOR FOR LARGE EVENT OUTINGS. CALLING ON BUSINESSES TO DONATE ITEMS FOR RAFFLES ; (5) NAME OF OTHER BUSINESS: BAR FINANCIAL PARTNERS, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 04/2024, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;
CRS (Client Relationship Summary) - RIA
Click below to view Fonda Erin Markley'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: 2022
Experience
Current
June 29, 2023 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 5 Kacey Ct Ste 101, Mechanicsburg, PA 17055RIA
CRD#: 105644
MECHANICSBURG, PA
Current
September 22, 2017 - Present
CETERA WEALTH SERVICES, LLC
Office #1: 5 Kacey Ct Ste 101, Mechanicsburg, PA 17055BD
CRD#: 13572
Mechanicsburg, PA
Past
September 22, 2017 - June 29, 2023
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
EL SEGUNDO, CA
Past
October 28, 2013 - September 27, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
RIA
CRD#: 11025
WORMLEYSBURG, PA
Past
October 28, 2013 - September 27, 2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
WORMLEYSBURG, PA
Past
August 25, 2011 - October 29, 2013
MORGAN STANLEY
RIA
CRD#: 149777
HARRISBURG, PA
Past
October 15, 2010 - October 29, 2013
MORGAN STANLEY
BD
CRD#: 149777
HARRISBURG, PA
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".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(1/3/2018)
RR
Arizona(11/30/2022)
RR
California(9/22/2017)
RR
Colorado(9/27/2018)
RR
Connecticut(8/21/2025)
RR
Delaware(9/6/2018)
RR
District of Columbia(9/27/2018)
RR
Florida(9/22/2017)
RR
Georgia(1/3/2018)
RR
Hawaii(6/9/2025)
RR
Indiana(9/6/2018)
RR
Kansas(1/28/2022)
RR
Louisiana(1/3/2018)
RR
Maine(1/3/2018)
RR
Maryland(9/22/2017)
RR
Massachusetts(11/1/2023)
RR
Michigan(9/22/2017)
RR
Missouri(9/22/2017)
RR
New Jersey(9/22/2017)
RR
New Mexico(1/3/2018)
RR
New York(9/22/2017)
RR
North Carolina(9/28/2017)
RR
Ohio(9/22/2017)
RR
Pennsylvania(9/22/2017)
IAR
Pennsylvania(6/29/2023)
RR
South Carolina(9/22/2017)
RR
Tennessee(1/3/2018)
RR
Texas(11/30/2022)
IAR
Texas(6/29/2023)
RR
Virginia(1/24/2018)
RR
West Virginia(1/3/2018)
RR
Wisconsin(1/3/2018)
RR
Wyoming(11/30/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
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.
