Amy
Crookshank
Hornor, Townsend & Kent, LLC
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About this Advisor
Amy Crookshank is a financial advisor working out of North Haven, Connecticut with a total of 2 years of relevant experience. Crookshank is an employee of Hornor, Townsend & Kent, LLC. The advisor has gained experience at Ct Gold And Silver, New Milford B.O.E, Mutual Of Omaha, Mutual Of Omaha Investor Services, Pruco Securities LLC, Prudential Insurance Company Of America, Homemaker, Penn Mutual Life Ins and Horner Townsend And Kent. Crookshank has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Connecticut. Hornor, Townsend & Kent, LLC is a registered investment company that has its headquarters in Horsham, PA. The company has offices in 172 locations and a total of 471 financial advisors. It manages $7 billion in assets across its 27,773 accounts, placing it among the largest firms in the United States by assets under management. The firm provides financial advice to 21 charities and foundations. Of its 27,773 customer accounts, just 14% are held by high-net-worth investors who have greater than $1 million in assets. Hornor, Townsend & Kent, LLC has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually vary depending on the services. Fee types charged by Hornor, Townsend & Kent, LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hornor, Townsend & Kent, LLC Brokerage Details
$7,114,905,281
471
27,773
$256,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Amy Crookshank Work History
Amy has been registered as a financial advisor for 2 years.*
Horner Townsend And Kent
Penn Mutual Life Ins
Pruco Securities LLC
Prudential Insurance Company Of America
Mutual Of Omaha Investor Services
Mutual Of Omaha
Mutual Of Omaha Investor Services
Mutual Of Omaha
New Milford B.O.E
Homemaker
Ct Gold And Silver
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amy Crookshank to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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