Cory Thatcher, financial advisor Allentown PA

Cory Thatcher

CRD Number: 5953008
Current Firm: Hornor, Townsend & Kent, LLC

Cory Thatcher (CRD# 5953008) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Allentown, PA and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Hornor Townsend & Kent Inc. Horsham, PA Jul 2013 - Current 10
Penn Mutual Life Ins Co Horsham, PA Jul 2013 - Current 10
Thatcher Benefit Planning, Inc. Hellertown, PA Jun 2003 - Current 20
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Feb 2015
Contact Info for Cory J. Thatcher
Phone Number: 215-957-7300
Firm Website: https://www.htk.com
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    6,864
    MILLIONS
  • Total Number of Accounts
    30,467
    ACCOUNTS
  • Average Account Value
    $225,288
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, WY

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