Thomas FogertyCRD Number: 2234368
Current Firm: Hornor, Townsend & Kent, LLC
Compensation Model: Both
Sequoia Wealth Management, LLC
Tc Wealth Partners, LLC
Amplify Investments LLC
|The Heartland Group||Chicago, IL||Apr 2010 - Aug 2016||6|
|AXA Advisors, LLC||Oak Brook, IL||Jun 1997 - Apr 2010||12|
|CIGNA Financial Advisors, LLC||Chicago, IL||Apr 1992 - Jun 1997||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1992|
|S65||NASAA Investment Advisors Law Examination||Nov 1993|
|S7||General Securities Representative Examination (GS)||May 1997|
Total Assets Under Management2,294MILLIONS
Total Number of Accounts7,359ACCOUNTS
Average Account Value$311,678
- 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
Registered Representative of and Securities and Investment Advisory Services offered through Hornor, Townsend & Kent, Inc.(HTK), Registered Investment Advisor, Member FINRA/SIPC. The Heartland Group is independent of HTK.
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