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James Alan Hershberger

Round Table Investment Strategies, LLC

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About James Alan Hershberger

James Hershberger is an investment advisor representative at Round Table Investment Strategies, LLC. James has been in the industry since February 2015. James is currently registered in Nebraska. James has passed the SIE, Series 7 and Series 66 exams. Round Table Investment Strategies, LLC specializes in providing financial planning and portfolio management services to individuals and businesses.

Firm Information

James Hershberger is currently registered with Round Table Investment Strategies, LLC. Round Table Investment Strategies, LLC is an investment advisor with 3 investment advisor representatives. They have approximately $77 million in regulatory assets under management. The firm provides financial planning, portfolio management for individuals, and other advisory services. Their clients include high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.

$77.01M

Assets Under Management

Not reported

Total Clients

3

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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retirement plan services

Retirement plan services

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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percentage of assets

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

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James Hershberger’s Registration & Firm History

NE

11/13/2015 - Present

Round Table Investment Strategies, LLC (Lincoln NE)

NE

02/17/2015 - 08/19/2015

UBS FINANCIAL SERVICES INC. (LINCOLN NE)

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Licenses & Designations

BOTH

Issued 03/23/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/19/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/17/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Alan Hershberger.
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