Terry TillotsonCRD Number: 2990173
Current Firm: Hornor, Townsend & Kent, Inc.
Terry Tillotson (CRD# 2990173) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Eagle Point, OR and has over 20 years of experience in the finance industry.
Oregon Pacific Financial Advisors Inc.
Raymond James Financial Services Advisors, Inc.
Cetera Advisor Networks LLC
|Hornor,townsend & Kent, Inc.||Horsham, PA||Feb 2001 - Current||17|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1998|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
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:
- Judgments / Liens
Total Assets Under Management1,216MILLIONS
Total Number of Accounts4,093ACCOUNTS
Average Account Value$297,128
- 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