Unclaimed
Joel Carson is a financial advisor with Hornor, Townsend & Kent, LLC, based in Addison, TX. Joel has been in the financial industry since 2012 and has a wide range of experience working with clients in Texas. Joel holds Series 6, 63 and SIE licenses and is registered with FINRA and the state of Texas. Joel is committed to providing clients with personalized financial advice and guidance to help them reach their financial goals.
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
TX
12/06/2019 - Present
Hornor, Townsend & Kent, LLC (ADDISON TX)
TX
06/16/2015 - 05/29/2019
MML INVESTORS SERVICES, LLC (Dallas TX)
MA
11/12/1993 - 05/07/1997
MANEQUITY, INC. (BOSTON MA)
BC
Issued 07/21/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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