AC
ChFC
AC
ChFC

Anthony Conde

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
437 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

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Location

161 Washington St, Suite 1111, Conshohocken, PA, 19428

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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

Anthony works as an agent at an insurance brokerage, providing advisor support and training. This activity requires minimal time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
March 2024 - Present · 1 yr 11 mos
Hornor, Townsend & Kent, LLCBroker
March 2024 - Present · 1 yr 11 mos
Previous Registrations
Principal Securities, INC.
August 2023 - March 2024 · 7 mos
Principal Securities, INC.Broker
August 2023 - March 2024 · 7 mos
Nylife Securities LLCBroker
August 2001 - October 2022 · 21 yrs 2 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Anthony Conde - Financial Advisor | TrueAdvisor