Unclaimed
Charles Taylor is an investment advisor representative at Hornor, Townsend & Kent, LLC. Charles is registered to provide investment advice in North Carolina, South Carolina and Virginia. Charles has been in the securities industry since 2006.
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
NC
06/05/2007 - Present
Hornor, Townsend & Kent, LLC (LEXINGTON NC)
NC
02/07/2006 - 06/20/2007
1717 CAPITAL MANAGEMENT COMPANY (LEXINGTON NC)
BOTH
Issued 05/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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