Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services
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.
A percentage of the total value of assets under management is charged.
Flat project fees for retirement & estate planning
1
2
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)
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
Active
Inactive
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