James
Turner
Hornor, Townsend & Kent, LLC
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About this Advisor
James Turner is a financial advisor based in Burlington, Massachusetts with 16 years of industry experience. Turner currently works for Hornor, Townsend & Kent, LLC. Over the course of their career, Turner has held roles at The Penn Mutual Life Ins Co and Hornor Townsend & Kent Inc. Turner maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Massachusetts. Hornor, Townsend & Kent, LLC is an advisory firm that has its headquarters in Horsham, PA. It has offices in 172 locations and a total of 471 employees. It oversees $7 billion in assets across its 27,773 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 21 charitable organizations. Of its 27,773 accounts, just 14% are held by high-net-worth investors who have at least $1 million in investable assets. Hornor, Townsend & Kent, LLC performs a wide set 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. Financial advisory fees depend on which services are provided. However, fee types billed by Hornor, Townsend & Kent, LLC most likely are comprised of any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Hornor, Townsend & Kent, LLC Brokerage Details
$7,114,905,281
471
27,773
$256,181
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
James Turner Work History
James has been registered as a financial advisor for 16 years.*
The Penn Mutual Life Ins Co
Hornor Townsend & Kent Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Turner 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
New York, NY
Fairhope, AL
Wakefield, MA
Pearland, TX
Miami, FL
Horsham, PA
Cedar City, UT
Beachwood, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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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