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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Thomas Greenwell is a financial advisor with Hornor, Townsend & Kent, LLC, a firm based in Conshohocken, Pennsylvania. James Greenwell has been in the financial services industry since 1986. James Greenwell has offices in Roswell, Georgia. James Thomas Greenwell is registered to provide investment advice in Alabama, Florida, Georgia, Kentucky, Maryland, North Carolina, South Carolina, Tennessee, Texas, Virginia, and West Virginia. James Greenwell has passed the Uniform Securities Agent State Law Examination, Uniform Investment Adviser Law Examination, and Uniform Combined State Law Examination. James Thomas Greenwell holds Series 6, 7, 22, 24, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. James Greenwell is also a Chartered Financial Consultant.
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
GA
04/27/2017 - Present
Hornor, Townsend & Kent, LLC (ROSWELL GA)
IN
08/16/2001 - 02/12/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 02/12/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
09/05/1986 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BOTH
Issued 02/01/2007
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/14/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/24/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/04/1986
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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