Kyle
Anderson
Hornor, Townsend & Kent, LLC
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About this Advisor
Kyle Anderson is a certified financial planner who works out of Burlington, Massachusetts, who has 4 years of industry experience. Anderson is currently employed by Hornor, Townsend & Kent, LLC. Their career trajectory has included roles at Axa Advisors, LLC, Penn Mutual Life Insurance Co and Hornor Townsend & Kent Inc. Anderson maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Massachusetts and Texas. Hornor, Townsend & Kent, LLC is a financial advisory business operating out of Horsham, PA. The company has offices in 172 locations and a total of 471 advisors. It controls $7 billion in assets among its 27,773 client accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 21 charities and foundations. Of its 27,773 customer accounts, just 14% are associated with high-net-worth clients who have greater than $1 million in assets. The company performs a number 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 for financial management largely depend on which services the firm provides the client. However, fee types billed by Hornor, Townsend & Kent, LLC can include 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
Kyle Anderson Work History
Kyle has been registered as a financial advisor for 4 years.*
Penn Mutual Life Insurance Co
Hornor Townsend & Kent Inc
Axa Advisors, LLC
*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 Kyle Anderson 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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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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
