Craig RossettiCRD Number: 3086453
Current Firm: Hornor, Townsend & Kent, Inc.
Craig Rossetti (CRD# 3086453) is an Investment Advisor Representative working at Hornor, Townsend & Kent, Inc. in McKees Rocks, PA and has over 18 years of experience in the finance industry. Craig Rossetti 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.
Wealthcare Capital Management LLC
Lpl Financial LLC
C.b. Bond Financial Planning, Inc.
|Hornor Townsend & Kent Inc.||Horsham, PA||Aug 2009 - Current||7|
|Penn Mutual Life Ins Co||Horsham, PA||Aug 2009 - Current||7|
|Rossetti Tax + Accounting||Pittsburgh, PA||Jan 1997 - Current||19|
|New England Securities||Mckees Rocks, PA||Feb 2004 - Jul 2009||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 1998|
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