Gregory BrownCRD Number: 1086176
Current Firm: Hornor, Townsend & Kent, Inc.
Gregory Brown (CRD# 1086176) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Salt Lake City, UT and has over 33 years of experience in the finance industry. Gregory Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Uma Financial Services Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Oct 2013 - Current||4|
|Penn Mutual||Horsham, PA||Dec 2004 - Current||13|
|Hornor Townsend & Kent Inc.||Horsham, PA||Dec 2004 - Jan 2013||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1984|
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