Christopher Mark Hershey
CFP®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
7 years in the financial services industry
Current & Past Employments
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Current Firm
RA FINANCIAL SERVICES | RODGERS & ASSOCIATES, P.CP | RODGERS & ASSOCIATES, P.C. | RODGERS & ASSOCIATES, LTD. | RODGERS & ASSOCIATES, LLC | RODGERS & ASSOCIATES
Contact Information
Main Address
2025 Lititz Pike, Lancaster, PA 17601Phone Number
(717) 560-3800# of Employees
21SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,544AUM (Assets Under Management)
$1,630,281,071Similar Advisors
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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.
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Primary Firm SEC Registration
RA FINANCIAL SERVICES | RODGERS & ASSOCIATES, P.CP | RODGERS & ASSOCIATES, P.C. | RODGERS & ASSOCIATES, LTD. | RODGERS & ASSOCIATES, LLC | RODGERS & ASSOCIATES
State Registrations and Notice Filings
(9/19/2019)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Christopher Mark Hershey's CRS (Customer Relationship Summary).
Services Offered by Christopher
- Risk Management & Insurance
- Retirement Planning
- Tax Planning
- Financial Planning
- Estate & Legacy Planning
- Investment Management
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