William Robert Trainor

Current Employers

Employment History

• 05/2016 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 09/2018 → Present
  Penn Mutual Life Ins Co
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: CORNERSTONE FINANCIAL GROUP | POSITION HELD: AGENT | ADDRESS: 35 CORPORATE DRIVE, SUITE 210, BURLINGTON, MA 01803 | START DATE: 9/11/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, INC., A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. INSURANCE BROKERAGE | POSITION: Partner | DBA: CFGPLAN | NATURE: Multi-Line Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/01/2025 | ADDRESS: 35 Corporate Drive, Suite 210, Burlington MA 01803 | DESCRIPTION: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO.

Exams

• S66 Uniform Combined State Law Examination
  2016-11-16
• S65 Uniform Investment Adviser Law Examination
  2008-10-11
• S63 Uniform Securities Agent State Law Examination
  2006-12-08