Robert Wilson
Robert Wilson is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Cincinnati, OH, with 26 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
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
Cincinnati, OH
Get directionsHistory
Regulatory History (4)
Judgment / Lien
April 2019Judgment / Lien
February 2017Judgment / Lien
September 2014Customer Dispute
May 2010Other Business ActivitiesSells Insurance
Robert works as an insurance agent for Advanced Capital Advisory Group, LLC, selling and servicing insurance including Penn Mutual Life products, dedicating about 10-20% of his time. He also owns rental property, spending minimal time on it.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
LPL Financial LLCBroker
LPL Financial LLC
Ojm Group, LLC
Purshe Kaplan Sterling InvestmentsBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
World Group Securities, INC.Broker
MML Investors Services, INC.Broker
Park Avenue Securities LLCBroker
Wilbanks Securities, INC.Broker
Raymond James Financial Services, INC.Broker
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations14 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.