Wesley SnellCRD Number: 1371646
Current Firm: Hornor, Townsend & Kent, Inc.
Wesley Snell (CRD# 1371646) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Salt Lake City, UT and has over 31 years of experience in the finance industry.
Uma Financial Services Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Jan 2007 - Current||10|
|Penn Mutual Life Ins Co||Horsham, PA||Jan 2007 - Current||10|
|Snell Financial Services||Salt Lake City, UT||Jun 1978 - Current||39|
|Lincoln National Life Ins Co||Salt Lake City, UT||Jun 2003 - Jan 2007||3|
|Lincoln Financial Advisors Corp||Salt Lake City, UT||Jun 2003 - Jan 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1986|
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