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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristin? Claim Your ProfileKristin Hershey is an investment advisor representative with Cambridge Investment Research Advisors, Inc. Kristin is based in York, Pennsylvania and has been in the financial services industry since August 2005. She is a certified financial planner and holds the Series 7, Series 24, Series 52TO, and SIE securities licenses. She also has a state registration in Pennsylvania. Kristin previously worked at Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Her current firm, Cambridge Investment Research Advisors, Inc., is based in Fairfield, Iowa and provides a variety of financial planning and investment management services to individuals, families, and businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
PA
08/02/2013 - Present
Cambridge Investment Research Advisors, Inc. (York PA)
MD
08/24/2005 - 08/08/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (LUTHERVILLE MD)
IN
08/24/2005 - 04/20/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 10/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/27/2015
Series 24 - General Securities Principal Examination
BC
Issued 07/22/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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