LPL Financial
47yrs
Top advisor by experience in Franklin
20yrs
David Hershman is a fiduciary financial advisor in Franklin, Tennessee, with 20 years in the industry. After two years at Independent Financial Partners and three years at Ameriprise Financial Services, David joined LPL Financial in 2019, a firm offering financial planning, investment management, and educational workshops. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 669 advisors with offices in Franklin, and one of 593 fiduciaries.
At a glance
Experience20 years (since 2007)
How that compares ?More experience than 66% of advisors in Franklin
OfficeFranklin, TN
FirmLPL Financial
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$399,489
Advisors at the firm23,459
States licensed ?1 state
Services through LPL Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – now
- 2019 – nowLPL Financial LLCCurrent firm
- Feb 2017 – Feb 2019Independent Financial PartnersPreviously
- 2011 – 2014Ameriprise Financial Services, LLCPreviously
- 2007 – 2011Edward JonesPreviously
Contact David
Franklin, TNOffice · Get directions Firm main line(704) 733-3300Headquarters: LPL Financial · Fort Mill, SC Facebook pageLPL FinancialIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask David
Tailored to David’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About David
How do I contact David?
Call LPL Financial at (704) 733-3300 and ask for David Hershman. David works from the Franklin, TN office.
How long has David been a financial advisor?
David has been in the industry since 2007, about 20 years. More experience than 66% of advisors in Franklin.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
LPL Financial reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask David for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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