NH
Natalie J. Hedrick
HORNOR, TOWNSEND & KENT
Silver Spring, MD
Some features on this profile are disabled
CRD#: 6005938
NH
Professional summary
Natalie J Hedrick, CFP® is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Silver Spring, Maryland.
Natalie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Natalie has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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: WHB FINANCIAL ADVISORS, LLC | POSITION HELD: PARTNER | ADDRESS: 14705 HAROLD RD, SILVER SPRING, MD 20905 | START DATE: 12/1/2008 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 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, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 2)DBA NAME: 1847Financial;Investment Related: Yes; Business Address: 14705 HAROLD RD, SILVER SPRING, MD 20905 ;Nature of OBA: Insurance Sales and Service Life Insurance; Start date of OBA: 8/1/2020; Position, Title Relationship: Financial Advisor Approximate number of hours per month you devote to this outside business: 101-140 HRS; Approximate number of hours per month you devote to the business during security trading hours???101-140 HRS; Describe duties: Insurance sales and service of Life Insurance Products with Penn Mutual Life Insurance Company. 3)INSURANCE BROKERAGE | DBA: SHORELINE FINANCIAL STRATEGIES |POSITION: PROPRIETOR/OWNER | NATURE: LIFE INSURANCE BROKERAGE | INVESTMENT RELATED: YES | NUMBER OF HOURS: 130 | SECURITIES TRADING HOURS: 130 | START DATE: 07/15/2024 | ADDRESS: 14704 HAROLD RD, SILVER SPRING MD 20905 | DESCRIPTION: FINANCIAL SERVICES.
CRS (Client Relationship Summary) - RIA
Click below to view Natalie J Hedrick's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Natalie J Hedrick'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: 2016
Experience
Current
December 10, 2019 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
Silver Spring, MD
Current
December 10, 2019 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
Silver Spring, MD
Past
March 25, 2017 - December 12, 2019
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ROCKVILLE, MD
Past
March 25, 2017 - December 12, 2019
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ROCKVILLE, MD
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
ROCKVILLE, MD
Past
January 2, 2015 - March 25, 2017
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
ROCKVILLE, MD
Past
March 31, 2014 - January 2, 2015
NEW ENGLAND SECURITIES
RIA
CRD#: 615
ROCKVILLE, MD
Past
September 17, 2012 - January 2, 2015
NEW ENGLAND SECURITIES
BD
CRD#: 615
ROCKVILLE, MD
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
Arizona(8/9/2023)
RR
Colorado(3/1/2023)
RR
Delaware(1/17/2020)
RR
District of Columbia(12/10/2019)
RR
Florida(1/17/2020)
IAR
Florida(1/24/2020)
RR
Kentucky(8/21/2025)
RR
Maryland(12/10/2019)
IAR
Maryland(12/10/2019)
RR
Michigan(9/17/2025)
RR
North Carolina(4/21/2020)
RR
Pennsylvania(1/17/2020)
RR
South Carolina(1/17/2020)
RR
Tennessee(4/13/2021)
RR
Texas(8/21/2025)
IAR
Texas(8/21/2025)
RR
Virginia(12/10/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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.
