William WahlCRD Number: 3123822
Current Firm: Hornor, Townsend & Kent, Inc.
William Wahl (CRD# 3123822) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Wilmington, DE and has over 9 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Triad Advisors, Inc.
Newbridge Wealth Management
|Hornor Townsend & Kent Inc.||Horsham, PA||Apr 2009 - Current||7|
|Penn Mutual Life Ins Co||Horsham, PA||Apr 2009 - Current||7|
|Edward Jones||St. Louis, MO||Nov 2006 - Feb 2009||2|
|Unemployed||Wilmington, DE||Apr 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2007|
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