Nicholas HoeschelCRD Number: 5546455
Current Firm: Hornor, Townsend & Kent, Inc.
Nicholas Hoeschel (CRD# 5546455) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Wilmington, DE and has over 7 years of experience in the finance industry. Nicholas Hoeschel 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.
Newbridge Wealth Management
Dedicated Investment Advisers LLC
Affinity Wealth Management, Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Jul 2009 - Current||7|
|Penn Mutual Life Ins Co||Horsham, PA||Jul 2009 - Current||7|
|University Of Delaware||Newark, DE||Sep 2005 - May 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2009|
|S65||NASAA Investment Advisors Law Examination||Jun 2012|
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