Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Leavell Coxhead Jr is a registered representative of Hornor, Townsend & Kent, LLC and has been in the industry since 1998. George Leavell Coxhead Jr is a registered investment adviser with 9 state licenses including Alabama, Florida, Indiana, Louisiana, Maryland, Michigan, North Carolina, Ohio, and South Carolina. George Leavell Coxhead Jr has been registered with the Securities and Exchange Commission since 2019. George Leavell Coxhead Jr is also an insurance broker and agent for Strategic Planning Group and George Coxhead Financial Services, LLC. George Leavell Coxhead Jr specializes in financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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
SC
05/09/2019 - Present
Hornor, Townsend & Kent, LLC (ROCKHILL SC)
SC
11/02/2012 - 04/11/2019
EQUITY SERVICES, INC. (ROCK HILL SC)
NC
09/30/2011 - 10/25/2012
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
10/14/2005 - 10/03/2011
EQUITY SERVICES, INC. (CHARLOTTE NC)
DE
05/06/1999 - 10/03/2005
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NY
06/26/1998 - 04/23/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 06/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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