RW
Robin R. Woodell
HORNOR, TOWNSEND & KENT
Charlotte, NC 28277
Some features on this profile are disabled
CRD#: 5400528
RW
Professional summary
Robin Renee Woodell, CFP®, who also goes by Robin Renee Crouse, Robin Crouse, Robin Renee Cook, Robin Renee Crouse-cook, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Charlotte, North Carolina.
Robin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Robin has worked at 2 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Robin Renee Crouse | Robin Crouse | Robin Renee Cook | Robin Renee Crouse-Cook
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC PLANNING GROUP | POSITION HELD: AGENT | ADDRESS: 13777 BALLANTYNE CORP PL STE 225, CHARLOTTE, NC 28277 | START DATE: 10/16/2018 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 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. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: EMERALD FINANCIAL GROUP | POSITION HELD:PROPRIETOR/OWNER | ADDRESS: 13777 BALLANTYNE CORP PL STE 225, CHARLOTTE, NC 28277 | START DATE: 6/1/2016 |NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 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. 3) SALES CONSULTANT | INVESTMENT RELATED: NO | DBA NAME: RODAN & FIELDS | POSITION HELD: OTHER - SALES CONSULTANT | ADDRESS: 11517 BRANGUS LANE, MINT HILL, NC 28227 | START DATE: 10/1/2015 | NATURE OF ACTIVITY:OTHER - SKIN CARE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: 0 | DESCRIPTION OF DUTIES:MAINLY PERSONAL PURCHASES; SELL & HELP CLIENTS BUY SKIN CARE PRODUCTS. NO TIER RECRUITING / SELLING. 4)NATIONAL ADVISORY COUNCIL-PML & HTK | POSITION: BOARD MEMBER | NATURE: FINANCIAL PROFESSIONAL ADVISORY COMMITTEE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 10 | SECURITIES TRADING HOURS: 10 | START DATE: 01/01/2025 | ADDRESS: 13777 BALLANTYNE CORP PL, STE 225, CHARLOTTE NC 28277 | DESCRIPTION: MEMBER OF COMMITTEE PARTICIPATING IN MEETINGS USING CONFERENCE CALLS WORKING WITH MEMBERS TO RESOLVE ISSUES AND HELP DESIGN POLICIES AND PROCEDURES.
CRS (Client Relationship Summary) - RIA
Click below to view Robin Renee Woodell's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Robin Renee Woodell's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2021
Experience
Current
October 30, 2018 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 13777 Ballantyne Corp Pl Ste 225, Charlotte, NC 28277RIA
BD
CRD#: 4031
Charlotte, NC
Current
October 22, 2018 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 13777 Ballantyne Corp Pl Ste 225, Charlotte, NC 28277RIA
BD
CRD#: 4031
Charlotte, NC
Past
October 10, 2007 - October 31, 2018
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
CHARLOTTE, NC
Past
August 24, 2007 - October 31, 2018
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
CHARLOTTE, NC
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(12/21/2020)
RR
Arkansas(3/29/2021)
RR
California(6/17/2022)
RR
Colorado(7/14/2021)
RR
Florida(3/18/2020)
RR
Georgia(1/4/2022)
RR
Massachusetts(10/15/2020)
RR
Minnesota(7/7/2025)
RR
Missouri(2/29/2024)
RR
Nebraska(6/5/2024)
RR
New Jersey(12/9/2020)
RR
New York(4/25/2024)
RR
North Carolina(10/22/2018)
IAR
North Carolina(10/30/2018)
RR
Ohio(9/20/2024)
RR
Pennsylvania(9/26/2019)
RR
South Carolina(10/22/2018)
RR
Texas(4/7/2025)
IAR
Texas(4/7/2025)
RR
Virginia(3/26/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
