Richard WeinsteinCRD 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 15 years of experience in the finance industry.
Sfg Investment Advisors, Inc.
Penn Investment Advisors, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Penn Mutual Life Insurance Company||Horsham, PA||Jul 2014 - Current||3|
|Hornor, Townsend & Kent, Inc.||Horsham, PA||Feb 2014 - Current||3|
|Weinstein & Company, Pc||Doylestown, PA||Jan 2014 - Current||4|
|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|
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