Charlene
Guisasola

Hornor, Townsend & Kent, Inc

CRD#2848141
Investment Advisor
in Bonita Springs, FL
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About this Advisor

Charlene Guisasola is a financial advisor who works out of Bonita Springs, Florida, with a total of 21 years in the industry. Guisasola is currently employed by Hornor, Townsend & Kent, Inc. Their career trajectory has included roles at South Florida Group Benefits, Inc, Global Solution Network LLC, First Advisors, Inc, First Allied Securities, Inc, Hornor Townsend & Kent Inc and Penn Mutual Life Ins Co. Guisasola holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Florida. Hornor, Townsend & Kent, Inc is a registered investment business that has its headquarters in Bonita Springs, Florida. The firm has offices in 200 locations and a total of 656 financial advisors. It has $2 billion in assets between its 5,415 client accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 15 charities and foundations. Of its 5,415 client accounts, just 5% belong to high-net-worth investors who have greater than $1 million in assets. The business provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types billed by Hornor, Townsend & Kent, Inc likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

21 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

3301 Bonita Beach Rd
Bonita Springs, FL 34134

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,752,059,723

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

549

FL Average: 41
Total Number of Accounts

6,490

FL Average: 3,342
Average Account Size

$269,963

FL 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

Charlene Guisasola Work History

Charlene has 21 years of experience.

2009 - Present (10 years)

Hornor Townsend & Kent Inc

2009 - Present (10 years)

Penn Mutual Life Ins Co

2008 - 2009 (1 year)

First Allied Securities, Inc

2007 - 2009 (2 years)

First Advisors, Inc

2005 - 2012 (7 years)

Global Solution Network LLC

1997 - 2012 (15 years)

South Florida Group Benefits, Inc

Disclosures

Charlene Guisasola has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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