Joseph DazeyCRD Number: 3041876
Current Firm: Hornor, Townsend & Kent, LLC
Joseph Dazey (CRD# 3041876) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Akron, OH and has over 20 years of experience in the finance industry. Joseph Dazey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Lpl Financial LLC
Independence Capital Company, Inc.
The Center For Eldercare Finance
|Hornor Townsend & Kent Inc.||Horsham, PA||Aug 2008 - Current||13|
|Penn Mutual Life Ins Co||Horsham, PA||Aug 2008 - Current||13|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2001|
|S66||NASAA Uniform Combined State Law Examination||May 2006|
Total Assets Under Management3,500MILLIONS
Total Number of Accounts11,898ACCOUNTS
Average Account Value$294,136
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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