John Hershey
John Hershey is a registered investment advisor at RBC Capital Markets, LLC, based in Hagerstown, MD, with 40 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Investment Management, Retirement Planning. Their firm serves 283,910 clients with $310B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
RBC Financial Planning services are offered for a one-time fee, providing a personalized analysis and written advice to help you assess your financial situation and your ability to pursue specific financial goals. Fees are negotiated within a range of $1,000 to $20,000, but in certain cases a fee higher than $20,000 may be negotiated.
Location
40 South Potomac Street, Suite 300, Hagerstown, MD, 21740-5757
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2009Customer Dispute
August 2002Other Business Activities
John is involved in several outside business activities, including owning farmland, serving as president of a family foundation, and acting as a board member for a non-profit cemetery and a health system. He also owns an LLC to hold real estate.
Employment History
Current Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
Previous Registrations
Ferris, Baker Watts, LLC
Ferris, Baker Watts, LLCBroker
State Registrations37 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.