Philip
Davey

Hornor, Townsend & Kent, LLC

CRD#6544751
Investment Advisor
in New London, CT

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About this Advisor

Philip Davey is a financial advisor based in New London, Connecticut, working with Hornor, Townsend & Kent, LLC. Philip has previously held positions at Pruco Securities, LLC, United States Marine Corps, It-Works, The Prudential Insurance Company Of America, Maffe Financial Group, Equity Services, Inc, Mass Mutual Life Insurance Company, Mml Investors Services, LLC, National Life Group, Excel Wealth Management, LLC, Idp, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Philip has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Philip is part of Hornor, Townsend & Kent, LLC, which operates out of New London, Connecticut. The firm has 160 offices and 456 employees. The firm manages assets totaling $6.9 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hornor, Townsend & Kent, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

Office Location

191 Bank St
New London, CT 06320

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

CT Average: 41
Total Number of Accounts

30,467

CT Average: 3,342
Average Account Size

$225,288

CT Average: $4,737,880

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

Philip Davey Work History

2023 - Present (1 year)

Idp

2023 - Present (1 year)

Hornor, Townsend & Kent, LLC

2023 - Present (1 year)

Penn Mutual Life Insurance Company

2022 - 2023 (1 year)

Excel Wealth Management, LLC

2020 - 2021 (1 year)

Equity Services, Inc

2020 - 2022 (2 years)

National Life Group

2019 - 2020 (1 year)

Mass Mutual Life Insurance Company

2019 - 2020 (1 year)

Mml Investors Services, LLC

2018 - 2019 (1 year)

Maffe Financial Group

2018 - 2019 (1 year)

Equity Services, Inc

2015 - 2018 (3 years)

Pruco Securities, LLC

2015 - 2015 (< 1 year)

It-Works

2015 - 2018 (3 years)

The Prudential Insurance Company Of America

2011 - 2015 (4 years)

United States Marine Corps

Disclosures

Please visit the SEC profile of Philip Davey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Hornor, Townsend & Kent, LLC

William Hedgpeth
Charlotte, NC
Christopher Devito
New York, NY
Richard Weinstein
Doylestown, PA
Stephan Davis
Nashville, TN
Anthony Lippis
Glen Rock, NJ
Jeffrey Zavila
Horsham, PA
Jason Delcollo
Wilmington, DE
Kofi Thompson
Richmond, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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