Lyle E Hershey
Investment adviser representative at Master's Wealth Management Inc.
32 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$589.5MFirm assets
Are you Lyle E Hershey? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Master's Wealth Management Inc.Mar 2024 to now
- EverbankJul 2006 to now
- Securities America Advisors, Inc.Oct 2012 to Mar 2024
- Securities America, Inc.Nov 2002 to Mar 2024
- Masters Financial Associates, Inc.May 1994 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 65 · Uniform Investment Adviser Law1993
State registrations
Registered as an investment adviser representative in 1 state (PA).
Master's Wealth Management Inc.
$589.5MAssets managed
434Clients
9Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2174846
- Firm CRD
- 328693