Stephan
Davis
Hornor, Townsend & Kent, LLC
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About this Advisor
Stephan Davis is a financial advisor based in Nashville, Tennessee, working with Hornor, Townsend & Kent, LLC. Stephan has previously held positions at National Life Group, Equity Services, Inc, Northwestern Mutual, Bd, Coloplast Corp, Astellas Pharma Us, Techtronic Industries, Npa Financial, Excel Wealth Management, LLC, Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Stephan has passed the Series 66 regulatory exam and is registered to provide services in North Carolina and Tennessee. Currently, Stephan is part of Hornor, Townsend & Kent, LLC, which operates out of Nashville, Tennessee. 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
Services Offered
Fee Structure
Office Location
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Hornor, Townsend & Kent, LLC Brokerage Details
$6,863,863,431
456
30,467
$225,288
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
Stephan Davis Work History
Penn Mutual Life Insurance Company
Hornor, Townsend & Kent, LLC
Excel Wealth Management, LLC
National Life Group
Equity Services, Inc
Northwestern Mutual
Bd
Npa Financial
Coloplast Corp
Astellas Pharma Us
Techtronic Industries
Disclosures
Please visit the SEC profile of Stephan Davis 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
South Jordan, UT
Horsham, PA
Allentown, PA
Nashville, TN
North Haven, CT
Doylestown, PA
Wilmington, DE
Richmond, VA
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