John Watson
John Watson is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Greensboro, NC, with 43 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.
Location
3816 North Elm Street, Suite A, Greensboro, NC, 27455
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Regulatory History (1)
Customer Dispute
July 2008Other Business ActivitiesSells Insurance
John runs golf tournaments and manages a non-variable brokerage business through Eiger Financial Services, LLC, dedicating minimal time. He also manages real estate, is involved with Finseca, owns 221B Advisory Services LLC (a life insurance brokerage), presides over a board for property management, and is a trustee for a life insurance services trust.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC
Previous Registrations
1717 Capital Management Company
1717 Capital Management CompanyBroker
State Registrations35 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.