AP
AP

Alex Pawlawski

34 Years of Experience
BrokerSells Insurance

Alex Pawlawski is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Wexford, PA, with 34 years of industry experience. Alex 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
458 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

52 Pine Creek Rd, Suite 203, Wexford, PA, 15090

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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

Alex is an insurance agent at two multi-line insurance brokerages, dedicating nearly full-time hours to these activities, selling various insurance products. Alex also owns a hunting camp, offers pre-paid legal services, and owns multiple rental properties, dedicating minimal time to each.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
April 2012 - Present · 14 yrs
Hornor, Townsend & Kent, LLCBroker
August 2009 - Present · 16 yrs 8 mos
Previous Registrations
Park Avenue Securities LLCBroker
October 2003 - July 2009 · 5 yrs 9 mos
Jefferson Pilot Securities CorporationBroker
June 1998 - September 2003 · 5 yrs 3 mos
Summit Investment Group, INC.Broker
January 1997 - April 1998 · 1 yr 3 mos
American General Securities IncorporatedBroker
July 1993 - December 1996 · 3 yrs 5 mos
Jefferson-Pilot Investor Services, INC.Broker
September 1992 - July 1993 · 10 mos
Metlife Securities INC.Broker
April 1991 - June 1992 · 1 yr 2 mos
Metropolitan Life Insurance CompanyBroker
April 1991 - June 1992 · 1 yr 2 mos
State Registrations5 states
FLNCNJOHPA
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.