Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Barrier is a financial professional with over 15 years of experience in the industry. Alan has a Series 7TO, Series 66 and SIE license. Alan is registered in Florida and is currently employed with Hornor, Townsend & Kent, LLC. Previously, Alan was employed with OSAIC WEALTH, INC. and Hornor, Townsend & Kent, LLC. Alan offers investment advisory services to individuals, businesses, corporations, charitable organizations, high net worth individuals, pension and profit-sharing plans. Alan also holds the position of COO at New Day Financial Advisors, LLC and provides insurance brokerage services.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
FL
09/05/2023 - Present
Hornor, Townsend & Kent, LLC (ST PETERSBURG FL)
FL
12/15/2020 - 09/26/2023
OSAIC WEALTH, INC. (ST PETERSBURG FL)
FL
09/09/2020 - 12/15/2020
HORNOR, TOWNSEND & KENT, LLC (ST PETERSBURG FL)
BOTH
Issued 10/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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