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Louis Joseph Hershman

Oaktree Advisors LLC

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About Louis Joseph Hershman

Louis Hershman is a financial professional with over 25 years of experience in the financial services industry. Louis is currently registered as an Investment Advisor Representative with Oaktree Advisors LLC, a firm headquartered in Coopersburg, Pennsylvania. Louis has a broad range of experience in the financial industry, having held positions with Raymond James Financial Services, Inc. and PFS Investments Inc. Louis holds multiple licenses including Series 6, 7, 63 and 65. Louis is dedicated to providing his clients with personalized financial advice and investment management services.

Firm Information

Louis Hershman is currently registered with Oaktree Advisors LLC. Oaktree Advisors LLC is an investment advisor registered with the SEC and located in COOPERSBURG, PA. The firm manages approximately $116,170,254 in assets for 436 clients, primarily high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth individuals. Their services include portfolio management for individuals.
Oaktree Advisors LLC

6666 PASSER ROAD

COOPERSBURG, PA 18036

$116.17M

Assets Under Management

Not reported

Total Clients

5

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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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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percentage of assets

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

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other

Trust services

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Louis Hershman’s Registration & Firm History

PA

10/22/2013 - Present

Oaktree Advisors LLC (COOPERSBURG PA)

PA

09/23/1996 - 08/17/2009

RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHLEHEM PA)

GA

06/10/1996 - 09/09/1996

PFS INVESTMENTS INC. (DULUTH GA)

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Licenses & Designations

IA

Issued 02/04/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/14/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1997

Series 7 - General Securities Representative Examination

BC

Issued 06/07/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Louis Joseph Hershman.
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