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Allen Keller

10 Years of Experience
Broker

Allen Keller is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 10 years of industry experience. Allen 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

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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Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
January 2024 - Present · 2 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
G. A. Repple & Company
August 2021 - January 2024 · 2 yrs 5 mos
G. A. Repple & CompanyBroker
July 2021 - January 2024 · 2 yrs 6 mos
American Advisory Network, LLC
September 2019 - December 2019 · 3 mos
Cambridge Investment Research, INC.Broker
September 2019 - December 2020 · 1 yr 3 mos
Cambridge Investment Research Advisors, INC.
September 2019 - December 2020 · 1 yr 3 mos
Calton & Associates, INC.
April 2018 - April 2019 · 1 yr
Calton & Associates, INC.Broker
April 2018 - April 2019 · 1 yr
LPL Financial LLCBroker
June 2017 - April 2018 · 10 mos
Independent Financial Partners
June 2017 - April 2018 · 10 mos
Raymond James & Associates, INC.
October 2015 - June 2017 · 1 yr 8 mos
Raymond James & Associates, INC.Broker
September 2015 - June 2017 · 1 yr 9 mos
USAA Financial Planning Services
September 2014 - September 2015 · 1 yr
USAA Financial Advisors, INC.Broker
April 2014 - September 2015 · 1 yr 5 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.