Mary L Hersey
Investment adviser representative at Lifespan Financial Strategies, Inc.
12 yearsExperience
1 stateRegistered in
$357.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Lifespan Financial Strategies, Inc.Mar 2021 to now
- Lifespan Financial Planning Strategies, Inc.Dec 2020 to now
- Edward JonesJul 2014 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Lifespan Financial Strategies, Inc.
$357.4MAssets managed
515Clients
4Advisers
3 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
- 2261218
- Firm CRD
- 119800