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Roger Matthew Herrera

Hornor, Townsend & Kent, LLC

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About Roger Matthew Herrera

Roger Matthew Herrera is an active investment advisor representative at Hornor, Townsend & Kent, LLC, with registration beginning in April 2019. Roger Herrera has been a Registered Representative since April 2015. Previously, Roger Herrera was employed by Ameriprise Financial Services, Inc.. Roger Herrera is also a life insurance broker at Penn Mutual Life Insurance Company. Roger Herrera has experience in a variety of industries.

Firm Information

Roger Herrera 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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Roger Herrera’s Registration & Firm History

IL

04/10/2019 - Present

Hornor, Townsend & Kent, LLC (Homewood IL)

CA

04/01/2015 - 03/24/2017

AMERIPRISE FINANCIAL SERVICES, INC. (ALISO VEIJO CA)

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Licenses & Designations

BOTH

Issued 04/15/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roger Matthew Herrera.
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