BB
BB

Bashar Baraz

8 Years of Experience
Boca Raton, FL
1 DisclosureBroker

Bashar Baraz is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 8 years of industry experience. Bashar 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

2600 North Military Trail, Suite 420, Boca Raton, FL, 33431

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History

Regulatory History (1)
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Financial
November 2016
Final
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
July 2025 - Present · 1 yr 2 mos
Hornor, Townsend & Kent, LLC
July 2025 - Present · 1 yr 2 mos
Previous Registrations
MML Investors Services, LLC
June 2019 - May 2025 · 5 yrs 11 mos
MML Investors Services, LLCBroker
June 2019 - May 2025 · 5 yrs 11 mos
Securian Financial Services, INC.
September 2018 - May 2019 · 8 mos
Securian Financial Services, INC.Broker
September 2018 - May 2019 · 8 mos
Camarda Wealth Advisory Group
November 2017 - August 2018 · 9 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2017 - October 2017 · 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2017 - October 2017 · 9 mos
State Registrations7 states
AZCAFLGAMONJTX
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.