Timothy Kroskey
Timothy Kroskey is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Williamsburg, VA, with 28 years of industry experience. Timothy 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
475 Mclaws Circle, Suite 3A, Williamsburg, VA, 23185
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Regulatory History (1)
Regulatory
February 2019Other Business ActivitiesSells Insurance
Timothy is an agent at Vector27 Financial Group, a life insurance brokerage, since 2013, dedicating about a quarter to over half of his time to sales and service of insurance products. He is also the President of the Board of Directors for the Colonial Shag Club, a charity, spending a few hours per week on this activity.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Securities Management & Research, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations6 states
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.