CB
CB

Christian Becerra

6 Years of Experience
Edison, NJ
BrokerSells Insurance

Christian Becerra is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Edison, NJ, with 6 years of industry experience. Christian 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

110 Fieldcrest Ave, Suite 20, Edison, NJ, 08837

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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

Christian works as an insurance agent for Barberio and McClelland Financial Service, selling and servicing multi-line insurance for multiple carriers, including Penn Mutual Life Insurance Company, dedicating nearly full-time hours to this. Christian is also a trustee board member of Women Rising, a non-profit organization, spending a few hours per week on board responsibilities.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
June 2024 - Present · 1 yr 11 mos
Hornor, Townsend & Kent, LLCBroker
February 2020 - Present · 6 yrs 3 mos
Previous Registrations
AXA Advisors, LLCBroker
March 2019 - December 2019 · 9 mos
State Registrations14 states
CAFLMAMDMENCNJNMNVNYPASCTXVA
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.