![Barbara Davis, financial advisor Horsham PA](/img/ws/profile-blank-sq.png)
Barbara Davis (CRD# 1346039) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Horsham, PA and has over 38 years of experience in the finance industry. Barbara Davis 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.
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CRD# 5921051
Lincoln Financial Advisors Corporation
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CRD# 5231432
Ameriprise Financial Services, LLC
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CRD# 1261791
Janney Montgomery Scott LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Penn Mutual Life Ins Co | Horsham, PA | Feb 2012 - Current | 12 |
Hornor Townsend & Kent Inc. | Horsham, PA | Feb 2012 - Current | 12 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1986 |
- PA
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Total Assets Under Management6,864MILLIONS
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Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, WY
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