Brian RoathCRD Number: 1125349
Current Firm: Hornor, Townsend & Kent, Inc.
Brian Roath (CRD# 1125349) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Milford, MI and has over 34 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Plante Moran Financial Advisors
|Hornor Townsend And Kent, Inc.||Auburn Hills, MI||Jul 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1983|
|S65||NASAA Investment Advisors Law Examination||Oct 1996|
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