James
Ryan
Hornor, Townsend & Kent, LLC
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About this Advisor
James Ryan is a financial advisor working out of Tulsa, Oklahoma with 20 years of industry experience. Ryan currently works for Hornor, Townsend & Kent, LLC. During their career, the advisor has held roles at Hornor, Townsend, & Kent and Penn Mutual. Ryan holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Oklahoma and Texas. Hornor, Townsend & Kent, LLC is a firm based in Horsham, PA. The company has offices in 172 locations and a total of 471 advisors. It handles $7 billion in assets across its 27,773 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 21 charities and foundations. Of its 27,773 customer accounts, just 14% belong to high-net-worth individuals who have more than $1 million in assets. Hornor, Townsend & Kent, LLC offers 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 are offered. However, fees billed by Hornor, Townsend & Kent, LLC 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 Ryan Work History
James has been registered as a financial advisor for 20 years.*
Hornor, Townsend, & Kent
Penn Mutual
*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 Ryan 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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