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Bernard Harvey Marx

Hornor, Townsend & Kent, LLC

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About Bernard Harvey Marx

Bernard Harvey Marx is a financial advisor with over 30 years of experience in the industry. Bernard is currently registered with Hornor, Townsend & Kent, LLC, a firm with offices in Conshohocken, PA and New York, NY. Bernard has a diverse range of experience in the financial services industry, having earned multiple licenses, including Series 6, 7, 62 and 63. Bernard specializes in providing financial advice to individuals, families, and businesses.

Firm Information

Bernard Marx is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Trail commissions, distribution assistance fees

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Bernard Marx’s Registration & Firm History

NY

08/02/1990 - Present

Hornor, Townsend & Kent, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/31/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2005

Series 7 - General Securities Representative Examination

BC

Issued 11/08/1996

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 07/31/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Bernard Harvey Marx. Review regulatory record here.
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