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Lawrence Schierl

19 Years of Experience
Conshohocken, PA
Broker

Lawrence Schierl is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 19 years of industry experience. Lawrence 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

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Lawrence is a partner at Appleton Beer Factory. This activity is not investment-related.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
September 2022 - Present · 3 yrs 8 mos
Hornor, Townsend & Kent, LLC
September 2022 - Present · 3 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
LPL Financial LLC
November 2017 - September 2022 · 4 yrs 10 mos
LPL Financial LLCBroker
November 2017 - September 2022 · 4 yrs 10 mos
Sii Investments, INC.Broker
June 2015 - November 2017 · 2 yrs 5 mos
Investment Centers of America, INC.Broker
June 2015 - November 2017 · 2 yrs 5 mos
Sii Investments, INC.
May 2015 - November 2017 · 2 yrs 6 mos
Investment Centers of America, INC.
May 2015 - November 2017 · 2 yrs 6 mos
Thrivent Investment Management INC.
January 2011 - September 2013 · 2 yrs 8 mos
Thrivent Investment Management INC.Broker
January 2011 - September 2013 · 2 yrs 8 mos
Thrivent Investment Management INC.
April 2007 - September 2009 · 2 yrs 5 mos
Thrivent Investment Management INC.Broker
April 2007 - September 2009 · 2 yrs 5 mos
Allstate Financial Services, LLCBroker
July 2005 - December 2006 · 1 yr 5 mos
Pruco Securities, LLC.Broker
July 2003 - March 2005 · 1 yr 8 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
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.