TB
TB

Troy Barrow

7 Years of Experience
Ft. Lauderdale, FL
1 DisclosureSells Insurance

Troy Barrow is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Ft. Lauderdale, FL, with 7 years of industry experience. Troy 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

100 SE 3rd St, Suite 1000, Ft. Lauderdale, FL, 33394

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2024
Other Business ActivitiesSells Insurance

Troy works as an agent for Life Capitalized Financial, LLC, an insurance brokerage, since June 2024, selling and servicing insurance products including Penn Mutual Life products. This takes about half of Troy's time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Federal Prep Advisors, INC.
January 2019 - May 2024 · 5 yrs 4 mos
State Registrations1 state
FL
Advisor

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.
Troy Barrow - Financial Advisor | TrueAdvisor