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William Sanders

27 Years of Experience
Akron, OH
1 DisclosureBrokerSells Insurance

William Sanders is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Akron, OH, with 27 years of industry experience. William 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

130 Springside Dr, Suite 100, Akron, OH, 44333

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History

Regulatory History (1)
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Financial
July 2022
Final
Other Business ActivitiesSells Insurance

William works as an agent for 21st Century Financial and 1847Financial, both life insurance brokerages, selling and servicing insurance products including Penn Mutual Life products. He dedicates about a quarter to nearly full-time hours per month to these activities.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
January 2023 - Present · 3 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
December 2022 - Present · 3 yrs 9 mos
Previous Registrations
Park Avenue Securities LLC
December 2019 - January 2023 · 3 yrs 1 mo
Park Avenue Securities LLCBroker
November 2019 - January 2023 · 3 yrs 2 mos
Oneamerica Securities, INC.Broker
July 2017 - December 2019 · 2 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
November 2014 - July 2017 · 2 yrs 8 mos
Pruco Securities, LLC.Broker
March 2012 - October 2014 · 2 yrs 7 mos
Allstate Financial Services, LLCBroker
June 2008 - February 2012 · 3 yrs 8 mos
Ing Financial Partners, INC.Broker
January 2006 - November 2007 · 1 yr 10 mos
Cfd Investments, INC.Broker
July 2003 - November 2005 · 2 yrs 4 mos
Hartford Equity Sales Company INC.Broker
May 2003 - July 2003 · 2 mos
Afd, INC.Broker
March 2001 - December 2002 · 1 yr 9 mos
Usallianz Investor Services, LLCBroker
March 2000 - February 2001 · 11 mos
Tower Square Securities, INC.Broker
October 1998 - October 1999 · 1 yr
Kemper Distributors, INC.Broker
February 1995 - December 1996 · 1 yr 10 mos
Kemper Financial Services, INC.Broker
December 1994 - February 1995 · 2 mos
State Registrations1 state
OH
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.