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Mark Loren Betlow

Hornor, Townsend & Kent, LLC

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About Mark Loren Betlow

Mark Betlow is an investment advisor representative associated with Hornor, Townsend & Kent, LLC. Mark has been in the industry since 1993 and has experience providing investment advice and financial planning services to individuals, corporations, and other businesses. Mark is registered in eight states including California, Florida, Illinois, New Jersey, New York, North Carolina, South Carolina, and Virginia. Mark has a Series 6 and Series 63 license as well as the SIE. Mark has previously held positions with other firms including Equity Services, Inc., Guardian Investor Services Corporation and Summit Equities, Inc.

Firm Information

Mark Betlow 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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Mark Betlow’s Registration & Firm History

NJ

05/12/2011 - Present

Hornor, Townsend & Kent, LLC (Morris Plains NJ)

NJ

08/22/1995 - 05/04/2011

EQUITY SERVICES, INC. (CEDAR KNOLLS NJ)

NY

10/25/1993 - 08/09/1995

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

05/04/1993 - 06/18/1993

SUMMIT EQUITIES, INC. (PARSIPPANY NJ)

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Licenses & Designations

BC

Issued 02/07/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/03/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Loren Betlow.
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