Greg Boll has been Chief Compliance Officer of Hershey Financial Advisers since February 2013, is a control person of the firm and directly owns between 50% and 75% of it.
Hershey Financial Advisers, LLC is a Lancaster, PA firm with $152M under management, 507 clients and 2 advisers across 3 offices, as of its March 2026 filing.
Greg Boll works with families at Hershey Financial Advisers and has over 25 years of experience. He partners with clients to steward their assets in purposeful ways. His guidance helps families build customized wealth plans and giving strategies.
Greg Boll’s longest registration is the current one, 16 years at Hershey Financial Advisers since 2010. Before joining Hershey Financial Advisers in 2010, Greg Boll was registered through Lancaster County Financial Group, LLC and SSN Advisory, Inc.
- Lancaster County Financial Group, LLC– · 1 yearMillersville, PA · Adviser representative · Firm CRD 149693
- SSN Advisory, Inc.– · 7 yearsMillersville, PA · Adviser representative · Firm CRD 126090
Investment adviser representative registrations
Greg Boll is registered as an investment adviser representative in 3 states. The first approvals date from September 2010; the most recent is Tennessee, in January 2024.
- North CarolinaSince 6 February 2014
- PennsylvaniaSince 8 September 2010
- TennesseeSince 29 January 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 3 November 2003 |
| Series 7 | General Securities Representative Examination | 25 July 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 12 July 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Greg Deanne Boll
- CRD
- 4166371
- Firm
- Hershey Financial Advisers · CRD 149907
- Role
- Chief Compliance Officer
- Registration
- Investment adviser and broker registrations
- In the industry since
- November 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- hersheyfinancialadvisers.com
Where does Greg Boll work?
Greg Boll has been Chief Compliance Officer of Hershey Financial Advisers, LLC since February 2013, and is a control person of the firm.
Is Greg Boll a financial advisor?
Yes. Greg Boll has a current investment-adviser registration in North Carolina, Pennsylvania and Tennessee, through Hershey Financial Advisers since September 2010.
How many years of experience does Greg Boll have?
Greg Boll has 25 years in the financial industry, since November 2000, across 3 adviser firms.
What exams has Greg Boll passed?
Greg Boll has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in July 2000. FINRA credited Greg Boll with the SIE, which began in October 2018.
Is Greg Boll registered with FINRA?
Yes. Greg Boll has a current broker registration, under CRD 4166371.
Source: FINRA BrokerCheck
How can I verify Greg Boll’s record?
Search CRD 4166371 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Greg Boll’s full registration record.
