Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Clay? Claim Your ProfileClay Wallace Hershey is a financial advisor with over 25 years of experience in the industry. Clay has been registered with LPL Financial LLC since December 2018. Previously, Clay worked at Wells Fargo Advisors Financial Network, LLC and Citigroup Global Markets Inc., and has also held previous positions at The Robinson-Humphrey Company, LLC and Copeland Equities, Inc. Clay specializes in providing financial planning, portfolio management, and other advisory services to individual investors and businesses. Clay is licensed to offer investment advice in multiple states, including South Carolina, Georgia, Colorado, and New York. Clay has a strong track record of success in helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
01/01/2025 - Present
LPL Financial LLC (CHARLESTON SC)
SC
07/28/2006 - 01/14/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (CHARLESTON SC)
SC
01/02/2002 - 08/03/2006
CITIGROUP GLOBAL MARKETS INC. (CHARLESTON SC)
GA
01/27/1999 - 01/02/2002
THE ROBINSON-HUMPHREY COMPANY, LLC (ATLANTA GA)
NJ
07/07/1997 - 01/21/1999
COPELAND EQUITIES, INC. (SOMERSET NJ)
IA
Issued 08/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Clay Hershey is the right advisor for you? Invested Better is here to help.
