Richard Weinstein, financial advisor Whitehall PA
93 score

Richard Weinstein

CRD Number: 4527440
Current Firm: Hornor, Townsend & Kent, Inc.

Richard Weinstein (CRD# 4527440) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Whitehall, PA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Penn Mutual Life Insurance Company Horsham, PA Jul 2014 - Current 2
Hornor, Townsend & Kent, Inc. Horsham, PA Feb 2014 - Current 2
Weinstein & Company, Pc Doylestown, PA Jan 2014 - Current 2
Royal Alliance King Of Prusia, PA Jun 2013 - Feb 2014 < 1
Stanley N Booz, LLC Doylestown, PA Jan 2013 - Dec 2013 < 1
Clairmont Paciello & Co, Pc King Of Prusia, PA Nov 2006 - Dec 2012 6
Morison Cogen, LLP Bala Cynwyd, PA Dec 2003 - Nov 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2002
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Richard D. Weinstein
Phone Number: 215-957-7300
Firm Website: http://www.htk.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    1,000
    MILLIONS
  • Total Number of Accounts
    3,542
    ACCOUNTS
  • Average Account Value
    $282,463
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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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