Trevor Williams, financial advisor Horsham PA
93 score

Trevor Williams

CRD Number: 4614810
Current Firm: Hornor, Townsend & Kent, Inc.

Trevor Williams (CRD# 4614810) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Horsham, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Sep 2014 - Current 2
Janney Montgomery Scott LLC Philadelphia, PA Jul 2009 - Aug 2014 5
Unemployed Radnor, PA Nov 2008 - Jul 2009 < 1
Redstone Investment Management, LP Berwyn, PA May 2007 - Nov 2008 1
Newmarket Capital Partners, LLC Philadelphia, PA Sep 2006 - May 2007 < 1
Carolina Capital Markets, Inc. Chapel Hill, NC May 2006 - Oct 2006 < 1
Ascendant Capital Partners Berwyn, PA Jan 2002 - Sep 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2004
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Trevor M. Williams
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
93
Clean Record
This advisor has a clean track record with regulators.

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