Christopher M. Hershey
RODGERS & ASSOCIATES
Lancaster, PA 17601
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CRD#: 7180010
Professional summary
Christopher Mark Hershey, CFP® is a registered financial advisor currently at RODGERS & ASSOCIATES located in Lancaster, Pennsylvania.
Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Christopher has worked at 1 firm .
Biography
Chris Hershey, CFP®, CRPC® joined the Rodgers & Associates’ team in June of 2019 with over five years of experience in the financial advice industry. Prior to joining the firm, he served as a supervisor of financial planning at eMoney Advisor®—a wealth management technology company based in Radnor, PA. Chris decided he wanted to become a financial adviser when he started to take control of his own personal finances. He was amazed at the level of complexity involved in this process and wanted to help others learn how to make smart decisions with their money. He chose Rodgers & Associates because of their holistic approach to financial planning and their commitment to acting in the best interests of their clients.
Question & Answer
What are your service offerings?
Insurance Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Charitable Giving
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Tax Planning
What is your minimum asset requirement?
1M
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.
CRS (Client Relationship Summary) - RIA
Click below to view Christopher Mark 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: 2016
Experience
Current
September 19, 2019 - Present
RODGERS & ASSOCIATES
Office #1: 2025 Lititz Pike, Lancaster, PA 17601RIA
CRD#: 121700
Lancaster, 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".
RODGERS & ASSOCIATES
RA FINANCIAL SERVICES | RODGERS & ASSOCIATES, P.CP | RODGERS & ASSOCIATES, P.C. | RODGERS & ASSOCIATES, LTD. | RODGERS & ASSOCIATES, LLC | RODGERS & ASSOCIATES
CRD#: 121700 / SEC#: 801-62118
RIA
Registered Investment Advisory firm - (7/3/2003 Approved)Pennsylvania
Registered Investment Advisory firm - (7/3/2003 Terminated)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(9/19/2019)
Exams
Current Firm
RODGERS & ASSOCIATES
RA FINANCIAL SERVICES | RODGERS & ASSOCIATES, P.CP | RODGERS & ASSOCIATES, P.C. | RODGERS & ASSOCIATES, LTD. | RODGERS & ASSOCIATES, LLC | RODGERS & ASSOCIATES
CRD#: 121700 / SEC#: 801-62118
RIA
Registered Investment Advisory firm - (7/3/2003 Approved)Pennsylvania
Registered Investment Advisory firm - (7/3/2003 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2025 Lititz Pike, Lancaster, PA 17601
Mailing Address
Phone number
(717) 560-3800
Established
Firm type
Fiscal year end
# of Employees
19
SEC notice filing (11 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,378 |
| AUM (Assets Under Management) | $ 1,488,109,570 |
Red Flags
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Company Information
RODGERS & ASSOCIATES
CRD#: 121700Lancaster, PA 17601TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
