Rebecca
Foster

Hornor, Townsend & Kent, LLC

CRD#2312576
Investment Advisor
in Oklahoma City, OK

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About this Advisor

Rebecca Foster is a financial advisor based in Oklahoma City, Oklahoma, working with Hornor, Townsend & Kent, LLC. Rebecca has previously held positions at Mass Mutual Life Insurance Company, Mml Investor Services, Securities Management & Research, Inc, Bfc Planning, Inc, The Prudential Insurance Company Of America, Pruco Securities, LLC, The Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, Axa Advisors, LLC, Foster Financial Solutions, Pioneer Financial Group, Forest Securities, Inc, Avellino Financial Advisors, Inc, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services Inc, Lpl Financial, LLC, Strategic Financial Concepts, LLC, and Brokers International Financial Services. Rebecca has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Oklahoma. Currently, Rebecca is part of Hornor, Townsend & Kent, LLC, which operates out of Oklahoma City, Oklahoma. 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, Series 66

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

3030 Nw Expressway Suite #700
Oklahoma City, OK 73112

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

OK Average: 41
Total Number of Accounts

30,467

OK Average: 3,342
Average Account Size

$225,288

OK 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

Rebecca Foster Work History

2023 - Present (1 year)

The Penn Mutual Life Insurance Company

2023 - Present (1 year)

Hornor, Townsend & Kent, LLC

2021 - 2023 (2 years)

Brokers International Financial Services

2019 - 2020 (1 year)

Lpl Financial, LLC

2019 - 2021 (2 years)

Strategic Financial Concepts, LLC

2017 - 2019 (2 years)

Mutual Of Omaha Insurance Company

2017 - 2019 (2 years)

Mutual Of Omaha Investor Services Inc

2016 - 2017 (1 year)

The Prudential Insurance Company Of America

2016 - 2017 (1 year)

Pruco Securities, LLC

2016 - 2016 (< 1 year)

Pioneer Financial Group

2016 - 2016 (< 1 year)

Forest Securities, Inc

2016 - 2016 (< 1 year)

Avellino Financial Advisors, Inc

2015 - 2016 (1 year)

Axa Advisors, LLC

2014 - 2015 (1 year)

Securities Management & Research, Inc

2014 - 2015 (1 year)

Bfc Planning, Inc

2014 - 2016 (2 years)

Foster Financial Solutions

2011 - 2014 (3 years)

Mass Mutual Life Insurance Company

2011 - 2014 (3 years)

Mml Investor Services

Disclosures

Please visit the SEC profile of Rebecca Foster 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
Jeremiah Kennedy
Horsham, PA
Stephan Davis
Nashville, TN
Jeffrey Zavila
Horsham, PA
Anthony Lippis
Glen Rock, NJ
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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