Unclaimed
Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, with over 10 years of experience in the industry. Isaac is registered as a broker-dealer in Virginia, and also holds Series 6, 7, 63 and 65 licenses. In addition to his work as an advisor, Isaac also works as an insurance broker and has experience in financial planning, insurance sales, and portfolio management.
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
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2
VA
05/18/2023 - Present
Hornor, Townsend & Kent, LLC (COLONIAL HEIGHTS VA)
VA
01/20/2021 - 05/22/2023
MML INVESTORS SERVICES, LLC (COLONIAL HEIGHTS VA)
CO
08/13/2012 - 01/12/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
IA
Issued 03/12/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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