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Kevin Warren Petraglia is a financial advisor with Hornor, Townsend & Kent, LLC located in Horsham, PA. Kevin has been in the industry since 2015. Kevin has experience working with individuals, businesses, pension and profit-sharing plans, and charitable organizations. Kevin specializes in financial planning, pension consulting, and selection of other advisors.
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
PA
07/07/2020 - Present
Hornor, Townsend & Kent, LLC (HORSHAM PA)
CO
07/13/2017 - 06/25/2019
THE LEADERS GROUP, INC. (LITTLETON CO)
NJ
06/18/2009 - 02/17/2012
PRUCO SECURITIES, LLC. (WARREN NJ)
BC
Issued 04/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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