Alan Williamson (CRD# 1042027) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Leesburg, FL and has over 19 years of experience in the finance industry.
CRD# 5817785
Royal Fund Management, LLC
Score
100
CRD# 4741897
Jb Meridian Advisors, LLC
Score
98
CRD# 2277
Royal Fund Management, LLC
Score
96
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hornor Townsend & Kent Inc. | Horsham, PA | Apr 2009 - Current | 9 |
| Penn Mutual Life Ins Co | Horsham, PA | Apr 2009 - Current | 9 |
| Gunnallen Financial,inc. | Tampa, FL | Mar 2005 - Mar 2009 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1999 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.
Reported Disclosure Event:- Customer Dispute
- FL
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Total Assets Under Management1,216MILLIONS
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Total Number of Accounts4,093ACCOUNTS
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Average Account Value$297,128
- 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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