Amy Crookshank (CRD# 6882368) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in North Haven, CT and has over 6 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 5623606
Citizens Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Horner Townsend And Kent | Horsham, PA | Jan 2021 - Current | 3 |
| Penn Mutual Life Ins. | North Haven, CT | Dec 2020 - Current | 3 |
| Mutual Of Omaha Investor Services | Trumbull, CT | May 2018 - Dec 2020 | 2 |
| Mutual Of Omaha | Trumbull, CT | May 2018 - Dec 2020 | 2 |
| Pruco Securities LLC | White Plains, NY | May 2018 - Oct 2018 | < 1 |
| Prudential Insurance Company Of America | White Plains, NY | May 2018 - Oct 2018 | < 1 |
| Mutual Of Omaha Investor Services | Trumbull, CT | May 2017 - May 2018 | 1 |
| Mutual Of Omaha | Trumbull, CT | Oct 2016 - May 2018 | 1 |
| New Milford B.o.e | New Milford, CT | Aug 2014 - Oct 2016 | 2 |
| Homemaker | New Milford, CT | May 2014 - Aug 2014 | < 1 |
| Ct Gold And Silver | New Milford, CT | Apr 2012 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2018 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2018 |
- CT
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Total Assets Under Management6,864MILLIONS
-
Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
- 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, WY
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