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Gerard Francis Clunan Jr

Investment Adviser Representative at HERSHEY FINANCIAL ADVISERS, LLC

Lancaster, PACRD #3154428Investment Adviser Rep
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
27 yrs
States Registered
4 states
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Gerard Francis Clunan Jr has worked in the securities industry since 1999. They have passed the Series 99, 65, 63, 26, and 6 examinations. They are registered to provide investment advisory services in Florida, North Carolina, Pennsylvania, and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 4 states
FloridaNorth CarolinaPennsylvaniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/2/2005
Series 63
Uniform Securities Agent State Law Examination
Passed 2/24/1999
Series 99
Operations Professional Examination
Passed 1/2/2023
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 12/17/1998
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 9/27/2007

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Up to $500,0001.25%
$500,001 to $1,500,0001.13%
$1,500,001 to $3,000,0001.00%
Above $3,000,0000.88%
Source

Hershey Financial Advisers, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

HERSHEY FINANCIAL ADVISERS, LLCCurrent
6/15/2009Lancaster, PA
NORTHEAST FINANCIAL GROUP, INC.
1/13/20065/7/2009Tannersville, PA

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at HERSHEY FINANCIAL ADVISERS, LLC

3 other advisors in the directory

View HERSHEY FINANCIAL ADVISERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Gerard Francis Clunan Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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