Unclaimed
Eric William Rhoads is a financial advisor with Hornor, Townsend & Kent, LLC, specializing in the areas of investment advisory services, retirement planning and portfolio management. Eric has been in the industry for over 20 years and is registered to provide services in Pennsylvania. Eric's prior experience includes working for Lincoln Financial Distributors, Inc., PNC Investments, State Farm VP Management Corp., Hartford Life Distributors, LLC and Directed Services LLC.
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
04/09/2019 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
PA
10/05/2017 - 02/09/2018
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
DE
02/24/2017 - 04/28/2017
PNC INVESTMENTS (SELBYVILLE DE)
IL
02/10/2015 - 12/31/2016
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
PA
03/10/2014 - 12/22/2014
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
NV
06/27/2012 - 07/15/2013
GRANDFUND INVESTMENT GROUP, LLC (RENO NV)
PA
01/11/2011 - 08/02/2011
HARTFORD LIFE DISTRIBUTORS, LLC (WAYNE PA)
PA
09/26/2000 - 11/30/2010
DIRECTED SERVICES LLC (WEST CHESTER PA)
IA
Issued 11/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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