Greg Deanne Boll
Investment adviser representative at Hershey Financial Advisers, LLC
15 yearsExperience
3 statesRegistered in
$151.7MFirm assets
3 yearsFirm in business
Are you Greg Deanne Boll? 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Leigh Baldwin & Co., LLCApr 2011 to now
- Hershey Financial Advisers, LLCSep 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 3 states (NC, PA, TN).
Hershey Financial Advisers, LLC
$151.7MAssets managed
507Clients
3Advisers
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
- 4166371
- Firm CRD
- 149907