Joseph
Lady

Hornor, Townsend & Kent, LLC

CRD#7789849
Investment Advisor
in Greenville, SC

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About this Advisor

Joseph Lady is a financial advisor based in Greenville, South Carolina, working with Hornor, Townsend & Kent, LLC. Joseph has previously held positions at First Presbyterian Church Of Orlando, Massmutual South Carolina, Clemson University, Southern First Bank, Pizza Hut, Holly Tree Country Club, Walmart, Piedmont Home Educators, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Joseph has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Joseph is part of Hornor, Townsend & Kent, LLC, which operates out of Greenville, South 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 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

420 East Park Ave Suite 306
Greenville, SC 29601

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

SC Average: 41
Total Number of Accounts

30,467

SC Average: 3,342
Average Account Size

$225,288

SC 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

Joseph Lady Work History

2023 - Present (1 year)

Penn Mutual Life Insurance Company

2023 - Present (1 year)

Hornor, Townsend & Kent, LLC

2023 - 2023 (< 1 year)

First Presbyterian Church Of Orlando

2022 - 2023 (1 year)

Massmutual South Carolina

2021 - 2022 (1 year)

Southern First Bank

2020 - 2021 (1 year)

Pizza Hut

2019 - 2023 (4 years)

Clemson University

2019 - 2019 (< 1 year)

Holly Tree Country Club

2018 - 2019 (1 year)

Walmart

2013 - 2019 (6 years)

Piedmont Home Educators

Disclosures

Please visit the SEC profile of Joseph Lady 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
Eric Rhoads
Horsham, PA
Amy Crookshank
North Haven, CT
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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