Winfield Greenwood
CRD Number: 5106024
Current Firm: Hornor, Townsend & Kent, LLC
Compensation Model: Both
CRD# 6754825
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5192556
Edward Jones
CRD# 2556216
Transamerica Financial Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor Townsend & Kent Inc. | Horsham, PA | Aug 2010 - Current | 10 |
| Penn Mutual Life Ins Co | Horsham, PA | Aug 2010 - Current | 10 |
| Beneficial Investment Services, Inc. | Henderson, NV | Apr 2010 - Aug 2010 | < 1 |
| Insphere Securities, Inc. | Henderson, NV | Apr 2010 - Aug 2010 | < 1 |
| Insphere Insurance Solutions | Henderson, NV | Oct 2009 - Aug 2010 | < 1 |
| Beneficial Investment Services | Salt Lake City, UT | Jul 2007 - Aug 2009 | 2 |
| Beneficial Financial Group | Henderson, NV | Feb 2006 - Aug 2009 | 3 |
| Equity Services, Inc. | Montpelier, VT | May 2006 - Jul 2007 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2006 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2007 |
- NV
- CA
- UT
- AZ
- OH
- NY
-
Total Assets Under Management2,294MILLIONS
-
Total Number of Accounts7,359ACCOUNTS
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Average Account Value$311,678
- 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
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