Lancaster, PA Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

5

Of 3,120 advisors across 855 offices

Location

1601 Oregon Pike, Suite 100

Lancaster PA 17601

Advisors at this office

5

Advisors at this office

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Andrew S

Series 66

Lancaster, PA

LPL Enterprise

Andrew Schall is a financial advisor with LPL Enterprise, holding a Series 66 designation and over 23 years of industry experience. He previously worked at Prudential Insurance Company of America and Cambridge Investment Research Advisors. Outside of his advisory role, he serves on the board of Calvary Church in Lancaster, PA, overseeing ministry and church operations. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients, offering financial planning, advisory services, and access to model portfolios and third-party asset management programs through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Zachariah H

Series 66

Lancaster, PA

LPL Enterprise

Zachariah Hershberger is an advisor at LPL Enterprise with a Series 66 credential and experience beginning in 2025. He has prior roles in insurance and real estate services with Comparion Insurance Agency and Keller Williams Elite, respectively. He also serves as a board member for The Greens of Rapho Homeowners Association, a nonprofit organization. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutions, offering financial planning, asset management, and brokerage services through an integrated platform that includes insurance products and lending programs.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Evan P

Series 63, Series 65

Lancaster, PA

LPL Enterprise

Evan Perets is a financial advisor at LPL Enterprise with 16 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is connected to the hospitality sector through involvement with TEN K GROUP. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model wealth portfolios, and third-party asset management, combining advisory programs with brokerage and insurance product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Douglas H

Series 63, Series 65

Lancaster, PA

LPL Enterprise

Douglas Hershberger is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He previously worked at Pruco Securities, LLC for 36 years before joining LPL Enterprise in 2024. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model portfolios, third-party asset management arrangements, and a broad range of brokerage and insurance products through its integrated advisory and brokerage platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Beth K

Series 63, Series 66

Lancaster, PA

LPL Enterprise

Beth Kohl is a financial advisor at LPL Enterprise with 14 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management arrangements, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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