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George Aucreman

15 Years of Experience
Galena, OH
BrokerSells Insurance

George Aucreman is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Galena, OH, with 15 years of industry experience. George 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

Galena, OH

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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 ActivitiesSells Insurance

George works as an insurance agent at 21st Century Financial, selling and servicing multi-line insurance products, including life, accident, health/DI/LTC, and annuity accounts. This activity, along with providing financial planning services through Hornor, Townsend & Kent, takes nearly all of George's time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
November 2018 - Present · 7 yrs 6 mos
Hornor, Townsend & Kent, LLCBroker
October 2018 - Present · 7 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
May 2015 - October 2018 · 3 yrs 5 mos
MML Investors Services, LLCBroker
May 2015 - October 2018 · 3 yrs 5 mos
MML Investors Services, LLC
February 2010 - February 2014 · 4 yrs
MML Investors Services, LLCBroker
April 2009 - February 2014 · 4 yrs 10 mos
New England SecuritiesBroker
February 2009 - March 2009 · 1 mo
State Registrations2 states
FLOH
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.
George Aucreman - Financial Advisor | TrueAdvisor