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Howard Ira Wein

Hornor, Townsend & Kent, LLC

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About Howard Ira Wein

Howard Wein is an investment advisor representative registered with Hornor, Townsend & Kent, LLC. Howard has been in the financial services industry for over 20 years. Prior to joining Hornor, Townsend & Kent, Howard worked at EQUITY SERVICES, INC. Howard's registrations include the Series 6, 63, and 65 exams and has experience working with individuals, high net worth individuals, and corporations. Howard also holds licenses for insurance and tax preparation.

Firm Information

Howard Wein 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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Howard Wein’s Registration & Firm History

CT

08/10/2010 - Present

Hornor, Townsend & Kent, LLC (WILTON CT)

CT

01/08/1998 - 08/06/2010

EQUITY SERVICES, INC. (WILTON CT)

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Licenses & Designations

IA

Issued 05/01/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/07/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/07/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Howard Ira Wein. Review regulatory record here.
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