Spencer
Phillips

Hornor, Townsend & Kent, LLC

CRD#6234410
Investment Advisor
in Kansas City, MO

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About this Advisor

Spencer Phillips is a financial advisor based in Kansas City, Missouri, working with Hornor, Townsend & Kent, LLC. Spencer has previously held positions at American Century Investment Services, Inc, Golfsmith, Inc, Ivy Distributors, Inc, Waddell & Reed, Inc, Massmutual Life Insurance Co, Mml Investors Services, LLC, Guardian Life Insurance Company, Park Avenue Securities, The Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Spencer has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Missouri. Currently, Spencer is part of Hornor, Townsend & Kent, LLC, which operates out of Kansas City, Missouri. 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

Kansas City, MO

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

MO Average: 41
Total Number of Accounts

30,467

MO Average: 3,342
Average Account Size

$225,288

MO 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

Spencer Phillips Work History

2024 - Present (0 year)

Guardian Life Insurance Company

2024 - Present (0 year)

Park Avenue Securities

2024 - Present (0 year)

The Penn Mutual Life Insurance Company

2024 - Present (0 year)

Hornor, Townsend & Kent, LLC

2021 - Present (3 years)

Massmutual Life Insurance Co

2021 - Present (3 years)

Mml Investors Services, LLC

2019 - 2021 (2 years)

Ivy Distributors, Inc

2019 - 2021 (2 years)

Waddell & Reed, Inc

2013 - 2019 (6 years)

American Century Investment Services, Inc

2010 - 2014 (4 years)

Golfsmith, Inc

Disclosures

Please visit the SEC profile of Spencer Phillips 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
Richard Galzarano
Columbus, OH
Richard Weinstein
Doylestown, PA
Stephan Davis
Nashville, TN
Mirmehdi Hussain
Addison, TX
Joshua Baer
New York, NY
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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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.

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