Samuel
Hershberger

United Brokerage Services, Inc

CRD#1701083
Investment Advisor
in Greer, SC

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Samuel Hershberger is a financial advisor based in Greer, South Carolina, working with United Brokerage Services, Inc. Samuel has previously held positions at J.J.B. Hilliard, W.L. Lyons, LLC, Jjb Hilliard Wl Lyons LLC, Edward Jones, City Lights Fellowship, and United Brokerage Services, Inc. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, North Carolina, and South Carolina. Currently, Samuel is part of United Brokerage Services, Inc, which operates out of Greer, South Carolina. The firm has 79 offices and 101 employees. The firm manages assets totaling $249.7 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at United Brokerage Services, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

1111 West Poinsett Street
Greer, SC 29650

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

Total Assets Under Management

$249,745,693

SC Average: $493,341,091
Total Number of Employees

101

SC Average: 16
Total Number of Accounts

790

SC Average: 1,028
Average Account Size

$316,134

SC Average: $479,904

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

2020 - Present (4 years)

United Brokerage Services, Inc

2019 - 2021 (2 years)

Edward Jones

2018 - 2018 (< 1 year)

Jjb Hilliard Wl Lyons LLC

2018 - 2020 (2 years)

City Lights Fellowship

2012 - 2018 (6 years)

J.J.B. Hilliard, W.L. Lyons, LLC

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

Christopher Williams
Washington, NC
Lori Pointer
Parkersburg, WV
Michael Bolen
Arlington, VA
Joseph Carter
Mc Lean, VA
Todd Jorgenson
Ashburn, VA
Amanda Giangola
Inwood, WV
Manuel Moral
Rockville, MD
Gregory Dennis
Dunbar, WV

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started