Karolyn
Wotring
Hornor, Townsend & Kent, LLC
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About this Advisor
Karolyn Wotring is a financial advisor based in Boca Raton, Florida, working with Hornor, Townsend & Kent, LLC. Karolyn has previously held positions at James Hamlin Pc, Westridge Management Co, The Tranel Financial Group, Heartland Payment Services, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Penn Mutual Life Insurance Company, Northwestern Mutual Wealth Management Company, and Hornor, Townsend & Kent LLC. Karolyn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida. Currently, Karolyn is part of Hornor, Townsend & Kent, LLC, which operates out of Boca Raton, Florida. 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
Services Offered
Fee Structure
Office Location
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Hornor, Townsend & Kent, LLC Brokerage Details
$6,863,863,431
456
30,467
$225,288
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
Karolyn Wotring Work History
Penn Mutual Life Insurance Company
Hornor, Townsend, & Kent LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Mangement Company
Westridge Managment Co
The Tranel Financial Group
Heartlan Payment Services
James Hamlin Pc
Disclosures
Please visit the SEC profile of Karolyn Wotring to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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