Tomas
Parks

Hornor, Townsend & Kent, Inc

CRD#1347802
Investment Advisor
in Charlotte, NC
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About this Advisor

Tomas Parks is an advisor in Charlotte, North Carolina. Currently an advisor with Hornor, Townsend & Kent, Inc, they have accrued 15 years of work experience. Parks holds a Series 63 license, qualifying them as a securities agent. Parks can operate based out of Florida and North Carolina. Throughout their career, they have worked at Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, Franklin University and Mt Vernon Nazarene University. Hornor, Townsend & Kent, Inc is located in Charlotte, North Carolina, and operates out of 200 additional brick-and-mortar locations across the country. As a company, Hornor, Townsend & Kent, Inc manages $2 billion in assets across 5,415 accounts and retains more than 656 people. The level of assets currently under the firm's management places it among the biggest firms in the United States. The firm manages 1,243 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 5% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Hornor, Townsend & Kent, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

15 years

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

Disclosures

No

Office Location

6000 Fairview Rd Ste 1425
Charlotte, NC 28210

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,752,059,723

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

549

NC Average: 41
Total Number of Accounts

6,490

NC Average: 3,342
Average Account Size

$269,963

NC Average: $4,737,880

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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

Tomas Parks Work History

Tomas has 15 years of experience.

2010 - Present (9 years)

Hornor Townsend & Kent Inc

2010 - Present (9 years)

Penn Mutual Life Insurance Co

2009 - 2010 (1 years)

Franklin University

2003 - 2009 (6 years)

Mt Vernon Nazarene University

Disclosures

Tomas Parks has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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