Hornor, Townsend & Kent, Inc.

Hornor, Townsend & Kent, Inc. (CRD# 4031) is a financial advisory firm headquartered in Horsham, PA. They manage $1,000,484,293 in 3,542 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,000
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Hornor, Townsend & Kent, Inc.
Showing 1 - 10 of 555 top financial advisors.
1
Thomas J. Fogerty
CRD#: 2234368
8770 W. Bryn Mawr Ave, Suite 1200, Chicago, IL 60631
103
Wealthminder
score
Thomas Fogerty (CRD# 2234368) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Chicago, IL and has over 24 years of experience in the finance industry. Thomas Fogerty 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
William A. Keeney
CRD#: 6053833
Mechanicsville, VA 23116
103
Wealthminder
score

Professional
 

    Bill has worked in Business Administration and Healthcare Services industries since 1990.  He entered into the Financial Advisor Services in 2012.  His personal goal is to become a lifetime resource for each and every client.  Bill joined our Company in 2015 after finding a mutual company and senior advisor group that shared his core beliefs. 

    Bill provides businesses and families a custom professional approach to create purpose and meaning in their financial security.   

    Bill rapidly transformed failing organizations into highly successful profit centers.  As a Financial Analyst with OrthoLink Physicians Corp, he assisted a Mid-Cap company to go public in 2001.  He greatly enhanced seven large orthopedic practices throughout the United States.  He brought two separate multi-specialty surgery centers from financial dysfunction to exceed $1.0 Million in net income.

 

Education and Affiliations

    Bill obtained his degree in Biology from Hampden-Sydney College, Hampden-Sydney, VA.  He is a Certified Financial Educator.

 

Registrations

    Bill is a Certified Financial Educator and a Registered Representative of Hornor, Townsend & Kent, Inc. with FINRA Series 6, 63, and 65 giving him access to many solutions for his clients' needs.  He is Life & Health licensed and securities registered in his home state of Virginia and non-resident states of Arkansas, Florida, Maryland, North Carolina, Ohio, Pennsylvania, Texas and Washington.

 

Personal

    Bill grew up in Roanoke, Virginia.  He retired from the United States Army Reserves after 26 years, of which, he served 11 years of active duty in Kansas, Italy, Germany and served on 3 deployments.  Bill returned to Virginia in 2004 and has enjoyed raising his family in Hanover County.  He is an active member of his local church and enjoys competitive golf, deep sea fishing, and most outdoor family activities.

3
Melvin P. Meyers
CRD#: 807413
16479 Dallas Parkway, Suite 850, Addison, TX 75001
101
Wealthminder
score

Melvin Meyers (CRD# 807413) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Addison, TX and has over 18 years of experience in the finance industry.

4
Winfield C. Greenwood
CRD#: 5106024
6585 High St, Ste 200, Las Vegas, NV 89113
100
Wealthminder
score
Winfield Greenwood (CRD# 5106024) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Las Vegas, NV and has over 10 years of experience in the finance industry.
5
Alexander L. Reed
CRD#: 5996283
5335 Meadows Rd, Ste 388, Lake Oswego, OR 97035
100
Wealthminder
score
Alexander Reed (CRD# 5996283) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Lake Oswego, OR and has over 4 years of experience in the finance industry.
6
Kevin J. Smythe
CRD#: 3158809
3025 Carrington Mill Blvd, Suite 150, Morrisville, NC 27560
99
Wealthminder
score

Kevin Smythe (CRD# 3158809) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Morrisville, NC and has over 20 years of experience in the finance industry.

7
Vincent J. Aimetti
CRD#: 2882255
Suite 301, 64 Danbury Rd, Wilton, CT 06897
96
Wealthminder
score

Vincent Aimetti (CRD# 2882255) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Wilton, CT and has over 19 years of experience in the finance industry.

8
Daniel J. Altenau
CRD#: 4506818
5636 Bridgetown Rd, Suite H, Cincinnati, OH 45248
96
Wealthminder
score

Daniel Altenau (CRD# 4506818) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Cincinnati, OH and has over 13 years of experience in the finance industry. Daniel Altenau 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.

9
James P. Bergmaier
CRD#: 4913556
Eight Tower Bridge 161 Washington Street, Suite 700, Conshohocken, PA 19428
96
Wealthminder
score

James Bergmaier (CRD# 4913556) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Conshohocken, PA and has over 11 years of experience in the finance industry. James Bergmaier 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.

10
Fredric R. Bocceri
CRD#: 1055428
2100 Northrop Ave, Suite 600, Sacramento, CA 95825
96
Wealthminder
score

Fredric Bocceri (CRD# 1055428) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in Sacramento, CA and has over 17 years of experience in the finance industry.

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