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Alex Ryan Maicks

10 Years of Experience
1 DisclosureBroker
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 (1)
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Financial
December 2023
Final
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
June 2022 - Present · 3 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
June 2022 - Present · 3 yrs 8 mos
Hornor, Townsend & Kent, LLC
June 2022 - Present · 3 yrs 8 mos
Previous Registrations
Key Investment Services LLC
June 2021 - June 2022 · 1 yr
Key Investment Services LLCBroker
June 2021 - June 2022 · 1 yr
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - May 2021 · 9 mos
Wells Fargo Clearing Services, LLCBroker
December 2016 - July 2020 · 3 yrs 7 mos
Wells Fargo Clearing Services, LLC
October 2016 - July 2020 · 3 yrs 9 mos
U.S. Bancorp Investments, INC.Broker
March 2016 - October 2016 · 7 mos
PNC Investments
October 2015 - March 2016 · 5 mos
PNC InvestmentsBroker
October 2015 - March 2016 · 5 mos
The Huntington Investment CompanyBroker
October 2014 - September 2015 · 11 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.