Julia
Hershman
Cetera Investment Advisers LLC
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About this Advisor
Julia Hershman is a financial advisor based in Mc Henry, Maryland, working with Cetera Investment Advisers LLC. Julia has previously held positions at First United Bank And Trust, Cetera Investment Services LLC, Hershman Pre-Owned Auto Sales, Taylor Made Deep Creek Vacations And Sales, Hershman Auto Sales, Frostburg State University, State Of Maryland, Unos Pizzeria & Grill, Garrett County Public Schools, and Cetera Investment Advisers LLC. Julia has passed the Series 66 regulatory exam and is registered to provide services in Maryland. Currently, Julia is part of Cetera Investment Advisers LLC, which operates out of Mc Henry, Maryland. The firm has 4,816 offices and 7,705 employees. The firm manages assets totaling $163.8 billion and serves charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Cetera Investment Advisers LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cetera Investment Advisers LLC Brokerage Details
$163,792,814,520
7,705
584,487
$280,233
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Julia Hershman Work History
Cetera Investment Services LLC
Cetera Investment Advisers LLC
First United Bank And Trust
Hershman Pre-Owned Auto Sales
Taylor Made Deep Creek Vacations And Sales
Hershman Auto Sales
Frostburg State University, State Of Maryland
Frostburg State University, State Of Maryland
Unos Pizzeria & Grill
Garrett County Public Schools
Disclosures
Please visit the SEC profile of Julia Hershman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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