Ronald Duswalt, financial advisor Uniondale NY

Ronald Duswalt

CRD Number: 1461255
Current Firm: Hornor, Townsend & Kent, LLC

Ronald Duswalt (CRD# 1461255) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Uniondale, NY and has over 34 years of experience in the finance industry. Ronald Duswalt 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.

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Professional Designations
Company Name Location Dates Years
Hornor Townsend & Kent Uniondale, NY Jun 2003 - Current 17
Penn Mutual Life Ins Co Uniondale, NY Jun 2003 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1986
S65 NASAA Investment Advisors Law Examination Jul 1998
Contact Info for Ronald J. Duswalt
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    2,294
    MILLIONS
  • Total Number of Accounts
    7,359
    ACCOUNTS
  • Average Account Value
    $311,678
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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