Kenneth
Lake

Hornor, Townsend & Kent, LLC

CRD#7123214
Investment Advisor
in Concord, NC

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About this Advisor

Kenneth Lake is a financial advisor based in Concord, North Carolina, working with Hornor, Townsend & Kent, LLC. Kenneth has previously held positions at Kindred Hospice, Pruitthealth, University Of Maryland, New York Life Insurance Co, Nylife Securities, LLC, Guardian Life Insurance Company, Park Avenue Securities, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company. Kenneth has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in South Carolina. Currently, Kenneth is part of Hornor, Townsend & Kent, LLC, which operates out of Concord, North Carolina. 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 65, Series 63

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

57 Union Street S Suite 1247
Concord, NC 28025

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

NC Average: 41
Total Number of Accounts

30,467

NC Average: 3,342
Average Account Size

$225,288

NC 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

Kenneth Lake Work History

2023 - Present (1 year)

Hornor, Townsend & Kent, LLC

2023 - Present (1 year)

Penn Mutual Life Insurance Company

2023 - 2023 (< 1 year)

Guardian Life Insurance Company

2023 - 2023 (< 1 year)

Park Avenue Securities

2019 - 2023 (4 years)

New York Life Insurance Co

2019 - 2023 (4 years)

Nylife Securities, LLC

2018 - 2019 (1 year)

Kindred Hospice

2017 - 2018 (1 year)

University Of Maryland

2008 - 2018 (10 years)

Pruitthealth

Disclosures

Please visit the SEC profile of Kenneth Lake 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

Michael Clayton
Akron, OH
Max Leopold
Avon, CT
Jeffrey Zavila
Horsham, PA
Stephan Davis
Nashville, TN
Michael Rothrock
Allentown, PA
John Crowley
South Jordan, UT
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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