Levi J. Hendershott
Professional summary
Levi J Hendershott, CFP®, ChFC®, who also goes by Levi John Hendershott, Levi Hendershott, is a registered financial advisor currently at ZHANG FINANCIAL located in Portage, Michigan.
Levi is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Levi has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Levi J Hendershott's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2017
Experience
April 30, 2019 - Present
ZHANG FINANCIAL
Office #1: 5931 Oakland Dr., Portage, MI 49024November 25, 2014 - January 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 11, 2014 - January 2, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
September 23, 2014 - October 17, 2014
EDWARD JONES
Primary Firm SEC Registration
ZHANG FINANCIAL
CRD#: 159257 / SEC#: 801-72987
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/30/2019)
Exams
Current Firm
ZHANG FINANCIAL
CRD#: 159257 / SEC#: 801-72987
Contact information
SEC notice filing (24 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 7,270 |
| AUM (Assets Under Management) | $ 7,176,436,236 |
Red Flags
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Company Information
ZHANG FINANCIAL
CRD#: 159257Portage, MI 49024TRUST BUT VERIFY
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