Joshua ValenticCRD Number: 6546815
Current Firm: Hornor, Townsend & Kent, LLC
Joshua Valentic (CRD# 6546815) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Pittsburgh, PA and has over 5 years of experience in the finance industry.
Cetera Advisor Networks LLC
Avantax Advisory Services
|Hornor Townsend & Kent Inc.||Horsham, PA||Dec 2015 - Current||6|
|Penn Mutual Life Ins Co||Pittsburgh, PA||Jun 2015 - Current||6|
|Allegheny College||Meadville, PA||Jul 2012 - May 2015||2|
|Coordinated Care Network||Monroeville, PA||May 2014 - Aug 2014||< 1|
|Shearer Heating And Cooling||Washington, PA||May 2012 - Aug 2012||< 1|
|Wheeling Jesuit University||Wheeling, WV||Jul 2011 - Jun 2012||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2016|
|S65||NASAA Investment Advisors Law Examination||Oct 2017|
Total Assets Under Management2,932MILLIONS
Total Number of Accounts9,289ACCOUNTS
Average Account Value$315,644
- 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
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