Roderick
Evans

Hornor, Townsend & Kent, Inc

CRD#2145419
Investment Advisor
in San Diego, CA
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About this Advisor

Roderick Evans is a certified financial planner working in San Diego, California, who has been in the advisory business for 27 years. Evans is on the advisory team at Hornor, Townsend & Kent, Inc. Evans has gained experience at Vector Marketing Corp and Hornor, Townsend & Kent, Inc. Evans maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to advise clients in California. Hornor, Townsend & Kent, Inc is an advisory firm headquartered in San Diego, California. The company has offices in 200 locations and a total of 656 financial advisors. It oversees $2 billion in assets under management among its 5,415 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves 15 charitable organizations. Of its 5,415 client accounts, just 5% are associated with high-net-worth investors who have at least $1 million in assets available to invest. The business offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management usually vary depending on which service is provided. However, fees billed by Hornor, Townsend & Kent, Inc likely are comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

27 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

6265 Greenwich Dr, Suite 125
San Diego, CA 92122

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,683,247,412

CA Average: $15,833,994,310
Total Number of Employees

656

CA Average: 41
Total Number of Accounts

5,415

CA Average: 3,342
Average Account Size

$310,849

CA Average: $4,737,880

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Roderick Evans Work History

Roderick has 27 years of experience.

1996 - Present (23 years)

Hornor, Townsend & Kent, Inc

1991 - Present (28 years)

Vector Marketing Corp

Disclosures

Roderick Evans has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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