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Townsend Hornor

Baltimore-Washington Financial Advisors

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About Townsend Hornor

Townsend Hornor is a registered investment advisor representative with Baltimore-Washington Financial Advisors in Columbia, Maryland. Townsend has been in the industry since 1990 and is licensed in Maryland. Townsend works with high-net-worth individuals, corporations, and charitable organizations. Townsend’s areas of expertise include financial planning, retirement planning, and estate planning.

Firm Information

Townsend Hornor is currently registered with Baltimore-Washington Financial Advisors. Baltimore-Washington Financial Advisors is an investment advisor based in Columbia, MD, with over $1.9 billion in assets under management. The firm provides financial planning, portfolio management for individuals, and other services, including tax preparation and planning, business succession planning, and employer-sponsored retirement plan services. They serve a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and individuals other than high-net-worth.
Baltimore-Washington Financial Advisors

5950 SYMPHONY WOODS RD.

COLUMBIA, MD 21044

$1.94B

Assets Under Management

Not reported

Total Clients

13

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services

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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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Flat project fees for retirement & estate planning

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Townsend Hornor’s Registration & Firm History

MD

02/13/2015 - Present

Baltimore-Washington Financial Advisors (COLUMBIA MD)

MD

08/05/2011 - 04/01/2013

LEGG MASON INVESTOR SERVICES, LLC (BALTIMORE MD)

MD

09/22/2010 - 05/31/2011

SIGMA FINANCIAL CORPORATION (ELLICOTT CITY MD)

MA

09/03/2007 - 09/19/2008

OLD MUTUAL INVESTMENT PARTNERS (BOSTON MA)

NJ

04/11/2005 - 11/02/2006

NYLIFE DISTRIBUTORS LLC (JERSEY CITY NJ)

MA

12/06/1994 - 01/18/2005

MFS FUND DISTRIBUTORS, INC. (BOSTON MA)

MA

03/07/1990 - 12/31/1994

MFS FINANCIAL SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 04/28/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/18/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/17/2008

Series 7 - General Securities Representative Examination

BC

Issued 03/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Townsend Hornor.
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