Vincent Waln, financial advisor West Chester OH

Vincent Waln

CRD Number: 1961001
Current Firm: Hornor, Townsend & Kent, LLC

Vincent Waln (CRD# 1961001) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in West Chester, OH and has over 28 years of experience in the finance industry.

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Fidelity Personal And Workplace Advisors
Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Sep 2016 - Current 7
Penn Mutual Life Insurance Co Horsham, PA Sep 2016 - Current 7
Lifeplan, Ltd. /minnesota Mutual West Chester, OH Feb 1990 - Current 34
Securian Financial Services, Inc. St Paul, MN Feb 1992 - Sep 2016 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Oct 1996
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Vincent B. Waln
Phone Number: 215-957-7300
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    7,115
    MILLIONS
  • Total Number of Accounts
    27,773
    ACCOUNTS
  • Average Account Value
    $256,181
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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