Todd Wachtel, financial advisor Kennesaw GA
96 score

Todd Wachtel

CRD 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 17 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Oct 2008 - Current 8
Penn Mutual Life Ins Co Horsham, PA May 2008 - Current 8
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
Contact Info for Todd L. Wachtel
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • GA
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
96
Clean Record
This advisor has a clean track record with regulators.

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