Timothy CongletonCRD Number: 1043192
Current Firm: Hornor, Townsend & Kent, Inc.
Timothy Congleton (CRD# 1043192) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Holly Springs, NC and has over 29 years of experience in the finance industry.
Signator Investors, Inc.
Hornor, Townsend & Kent, Inc.
Axa Advisors, LLC
|Penn Mutual Life Ins Co||Horsham, PA||Feb 2009 - Current||8|
|Hornor Townsend & Kent Inc.||Horsham, PA||Feb 2009 - Current||8|
|The Equitable Life Assurance Society Of The United States||Raleigh, NC||Mar 1982 - Feb 2009||26|
|Eq Financial Consultants, Inc.||Raleigh, NC||Mar 1982 - Feb 2009||26|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 1987|
|S65||NASAA Investment Advisors Law Examination||May 1999|
Total Assets Under Management1,000MILLIONS
Total Number of Accounts3,542ACCOUNTS
Average Account Value$282,463
- 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