Andrew Hauber, financial advisor Conshohocken PA
86 score

Andrew Hauber

CRD Number: 5301283
Current Firm: Hornor, Townsend & Kent, Inc.

Andrew Hauber (CRD# 5301283) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Conshohocken, PA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Penn Mutual Life Insurance Company Horsham, PA Mar 2015 - Current 1
Hornor, Townsend & Kent, Inc. Horsham, PA Mar 2015 - Current 1
Metlife Securities Inc. Newtown, PA Jan 2015 - Mar 2015 < 1
New England Securities Newtown Square, PA Jul 2007 - Jan 2015 7
Arcadia University Glenside, PA Aug 2003 - May 2007 3
Newtown Rental Newtown, PA May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S65 NASAA Investment Advisors Law Examination Feb 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Andrew R. Hauber
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
86

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