RC
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Robert Corcoran

36 Years of Experience
Pittsburgh, PA
1 DisclosureBrokerSells Insurance

Robert Corcoran is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 36 years of industry experience. Robert 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

381 Mansfield Av, Ste 400, Pittsburgh, PA, 15220

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History

Regulatory History (1)
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Customer Dispute
December 2007
Closed-No Action
Other Business ActivitiesSells Insurance

Robert is an insurance agent for multiple brokerages, spending nearly full-time selling life, fixed annuity, disability, health, and LTC insurance. He also works for a CPA firm doing accounting and tax preparation, serves as an officer for TC House, Inc., and is involved with Amspirit Business Connections.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
May 2010 - Present · 16 yrs
Hornor, Townsend & Kent, LLCBroker
March 2009 - Present · 17 yrs 2 mos
Previous Registrations
Securian Financial Services, INC.Broker
March 2007 - March 2009 · 2 yrs
New England SecuritiesBroker
September 2000 - March 2007 · 6 yrs 6 mos
Hornor, Townsend & Kent, INC.Broker
January 1990 - September 2000 · 10 yrs 8 mos
State Registrations1 state
PA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Robert Corcoran - Financial Advisor | TrueAdvisor