Marshall Shigon
Marshall Shigon is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 33 years of industry experience. Marshall 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
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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Regulatory History (1)
Customer Dispute
December 2012Other Business ActivitiesSells Insurance
Marshall works as an agent for 1847Financial, focusing on insurance sales and service for multiple carriers, dedicating nearly full-time hours to this. He is also a partner at 1847 Private Client Group, a life insurance brokerage, spending about a quarter to half of his time there.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Spc
Parkland Securities, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
Pruco Securities CorporationBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations9 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.