Todd WachtelCRD Number: 3163197
Current Firm: Hornor, Townsend & Kent, Inc.
Todd Wachtel (CRD# 3163197) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Kennesaw, GA and has over 18 years of experience in the finance industry.
Terra Firma Financial LLC
Meridian Investment Partners
Rollins Financial Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Oct 2008 - Current||8|
|Penn Mutual Life Ins Co||Horsham, PA||May 2008 - Current||9|
|Axa Advisors, LLC||Alpharetta, GA||Aug 1999 - May 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
|S66||NASAA Uniform Combined State Law Examination||Jun 2000|
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