Fredric BocceriCRD Number: 1055428
Current Firm: Hornor, Townsend & Kent, Inc.
Fredric Bocceri (CRD# 1055428) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Sacramento, CA and has over 19 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Hornor, Townsend & Kent, Inc.||Sacramento, CA||Dec 1975 - Current||42|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1999|
Total Assets Under Management1,216MILLIONS
Total Number of Accounts4,093ACCOUNTS
Average Account Value$297,128
- 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