Diego Correa
Diego Correa is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 17 years of industry experience. Diego 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
110 Fieldcrest Ave, Suite 20, Edison, NJ, 08837
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Regulatory History (1)
Employment Separation After Allegations
July 2009Other Business ActivitiesSells Insurance
Diego is a proprietor/owner of DAC Financial, a multi-line insurance business, and a landlord, each taking minimal time. He also works as an agent for 1847 Financial, a multi-line insurance brokerage, dedicating nearly full-time hours, and as an agent for Attorney Resource Group, spending about 10-20% of his time.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Ameritas Investment CORP.Broker
Nylife Securities LLCBroker
State Registrations4 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.