Rachel Brockman Fix

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2022 → Present
  Whb Financial Advisors
  University Park, MD
• 07/2017 → 05/2022
  Rockbridge Academy
  Crownsville, MD
• 09/2007 → 07/2017
  Unemployed
  Bowie, MD
• 02/2024 → Present
  Hornot, Townsend, & Kent Llc
  Horsham, PA

Other Businesses

1)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: ASSISTANT/ AGENT | ADDRESS: 6308 QUEENS CHAPEL ROAD, UNIVERSITY PARK, MD 20782 | START DATE: 02/12/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 0 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES: ASSISTING WITH INSURANCE SALES AND SERVICE OF LIFE PRODUCTS INCLUDING PENN MUTUAL. 2)INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: WHB | POSITION HELD: ASSISTANT /AGENT | ADDRESS: 6308 QUEENS CHAPEL ROAD, UNIVERSITY PARK, MD 20782 | START DATE: 02/12/2024 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: 160 | APPROX TRADING HRS PER MTH: 128 | DESCRIPTION OF DUTIES: ASSISTANT TO FINANCIAL PROFESSIONAL. NOTE TAKING ON CLIENT MEETINGS. EMAIL CORRESPONDENCE WITH CLIENTS. FILL OUT FORMS AND APPLICATIONS. CLIENT SERVICES ASSISTANT.

Exams

• S66 Uniform Combined State Law Examination
  2024-05-31

Other Names

• Rachel Louisa Brockman