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Greg Deanne Boll

Hershey Financial Advisers, LLC

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About Greg Deanne Boll

Greg Boll is a financial advisor with Hershey Financial Advisers, LLC. Greg Boll has been in the financial industry since 2000 and holds the Series 63, Series 65 and Series 7 licenses. Greg Boll is registered to provide investment advice in North Carolina, Pennsylvania and Tennessee. Greg Boll also holds a SIE license. Greg Boll is registered to provide investment advice with Hershey Financial Advisers, LLC in Lancaster, Pennsylvania and Knoxville, Tennessee.

Firm Information

Greg Boll is currently registered with Hershey Financial Advisers, LLC. Hershey Financial Advisers, LLC is a registered investment advisor located in Lancaster, PA. The firm has 3 licensed agents and provides advisory services to individuals, corporations, and charitable organizations. They specialize in financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm manages approximately $123 million in assets for over 1,000 clients.
Hershey Financial Advisers, LLC

120 NORTH POINTE BLVD

LANCASTER, PA 17601

$123.04M

Assets Under Management

Not reported

Total Clients

6

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Greg Boll’s Registration & Firm History

PA

01/29/2024 - Present

Hershey Financial Advisers, LLC (LANCASTER PA)

PA

04/23/2001 - 04/06/2011

SECURITIES SERVICE NETWORK, INC. (MILLERSVILLE PA)

CT

10/31/2000 - 03/06/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

GA

09/28/2000 - 11/07/2000

WMA SECURITIES, INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 11/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/12/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Greg Deanne Boll.
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