Anthony Sergio (CRD# 2576955) is an Investment Advisor Representative working at Hornor, Townsend & Kent, LLC in Harleysville, PA and has over 29 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Hornor Townsend & Kent Inc. | Horsham, PA | Aug 2016 - Current | 7 |
Penn Mutual Life Insurance Co | Horsham, PA | Aug 2016 - Current | 7 |
Metropolitan Life Insurance Company | Lansdale, PA | Jul 1994 - Aug 2016 | 22 |
Metlife Securities Inc. | Lansdale, PA | Jul 1994 - Aug 2016 | 22 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Apr 1995 |
- PA
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Total Assets Under Management6,864MILLIONS
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Total Number of Accounts30,467ACCOUNTS
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Average Account Value$225,288
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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, WY
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