Samuel
Hershberger
United Brokerage Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Samuel Hershberger is a financial advisor who works out of Greer, South Carolina who has 2 years of relevant experience. Hershberger works at United Brokerage Services, Inc. Throughout their career, Hershberger has worked at J.J.B. Hilliard, W.L. Lyons, LLC, Jjb Hilliard Wl Lyons LLC, Edward Jones, City Lights Fellowship and United Brokerage Services, Inc. Hershberger has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina and South Carolina. United Brokerage Services, Inc is an advisory firm based out of Parkersburg, WV. The investment advisory business has offices in 79 locations and a total of 100 employees. It administers $229 million in assets under management among its 953 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. United Brokerage Services, Inc offers a set of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors are based on the type of services provided. However, fees charged by United Brokerage Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
United Brokerage Services, Inc Brokerage Details
$229,449,080
100
953
$240,765
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Samuel Hershberger Work History
Samuel has been registered as a financial advisor for 2 years.*
United Brokerage Services, Inc
Edward Jones
Jjb Hilliard Wl Lyons LLC
City Lights Fellowship
J.J.B. Hilliard, W.L. Lyons, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samuel Hershberger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Brokerage Services Inc
Inwood, WV
Wheeling, WV
Dunbar, WV
Mc Lean, VA
Uniontown, PA
Weyers Cave, VA
Hagerstown, MD
Parkersburg, WV
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
