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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barbara? Claim Your ProfileBarbara Rose Davis is a financial advisor with Hornor, Townsend & Kent, LLC. She is a Certified Financial Planner with over 30 years of experience in the financial services industry. Barbara has been registered with the state of Pennsylvania since 2019 and has previously held registrations in New Jersey and Ohio. Barbara has a strong background in portfolio management and financial planning, and she has a proven track record of helping her clients achieve their financial goals. She is committed to providing her clients with personalized and comprehensive financial advice. Barbara is currently a board member for a private plumbing and heating company.
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
PA
01/08/2019 - Present
Hornor, Townsend & Kent, LLC (Conshohocken PA)
NJ
05/10/2005 - 02/29/2012
PROEQUITIES, INC. (CHERRY HILL NJ)
OH
11/07/1996 - 04/25/2005
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
PA
11/20/1985 - 11/12/1996
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
BC
Issued 04/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/05/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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