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Rashon Howard

10 Years of Experience
Conshohocken, PA
1 DisclosureBrokerSells Insurance

Rashon Howard is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 10 years of industry experience. Rashon 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 Street, Floor 11, Suite 1111, Conshohocken, PA, 19428

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History

Regulatory History (1)
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Customer Dispute
September 2018
Denied
Other Business ActivitiesSells Insurance

Rashon is an insurance agent with Insbrok/1847 Financial, spending nearly full-time selling and servicing life, accident, health/DI/LTC, and annuity accounts. He is also involved in various other activities, including running a networking group, serving as a board member for La Salle University, writing a book, and participating in a charitable foundation.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2019 - Present · 7 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
March 2019 - Present · 7 yrs 4 mos
Previous Registrations
Citizens Securities, INC.
February 2017 - July 2018 · 1 yr 5 mos
Citizens Securities, INC.Broker
June 2015 - July 2018 · 3 yrs 1 mo
State Registrations12 states
AZCADEFLMONCNJNMNYPATXVA
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.