Erick ColonCRD Number: 6231121
Current Firm: Hornor, Townsend & Kent, Inc.
Erick Colon (CRD# 6231121) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Waltham, MA and has over 3 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Penn Mutual Life Ins Co||Horsham, PA||Oct 2014 - Current||2|
|Hornor Townsend & Kent Inc.||Horsham, PA||Oct 2014 - Current||2|
|Mc Adam Financial Group||Boston, MA||Oct 2013 - Oct 2014||1|
|Ing Financial Partner||Boston, MA||Aug 2013 - Oct 2014||1|
|Unemployed||Methuen, MA||Jun 2013 - Aug 2013||< 1|
|Peg-the Salter School||Malden, MA||Feb 2013 - Jun 2013||< 1|
|Unemployed||Fort Lauderdale, FL||Nov 2012 - Jan 2013||< 1|
|Ati Enterprises||Miami, FL||Mar 2010 - Nov 2012||2|
|Unemployed||Fort Lauderdale, FL||Feb 2010 - Mar 2010||< 1|
|Cip Marketing-adidas||Portland, OR||Apr 2008 - Feb 2010||1|
|Whirlaway Sports Center||Methuen, MA||Jun 1999 - Aug 2008||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
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
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