Dana
Narcisse

Hornor, Townsend & Kent, LLC

CRD#6178431
Investment Advisor
in Houston, TX

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Dana Narcisse is a financial advisor based in Houston, Texas, working with Hornor, Townsend & Kent, LLC. Dana has previously held positions at Pruco Securities LLC, The Prudential Insurance Company Of America, Houston Cardiac Association, Guardian Life Insurance Company, Park Avenue Securities, The Penn Mutual Life Insurance Company, and Hornor, Townsend & Kent, LLC. Dana has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Dana is part of Hornor, Townsend & Kent, LLC, which operates out of Houston, Texas. 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

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

11111 Katy Freeway #910
Houston, TX 77079

Find an advisor who will work directly with you

SmartAsset’s free tool matches you with up to three vetted financial advisors who serve your area, and you can have a free introductory call with your advisor matches to decide which one you feel is right for you. Click here to get matched with an advisor today.

Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$6,863,863,431

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

456

TX Average: 41
Total Number of Accounts

30,467

TX Average: 3,342
Average Account Size

$225,288

TX 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

Dana Narcisse Work History

2022 - Present (3 years)

The Penn Mutual Life Insurance Company

2022 - Present (3 years)

Hornor, Townsend & Kent, LLC

2021 - 2022 (1 year)

Guardian Life Insurance Company

2021 - 2022 (1 year)

Park Avenue Securities

2013 - 2021 (8 years)

Pruco Securities LLC

2013 - 2021 (8 years)

The Prudential Insurance Company Of America

1996 - 2021 (25 years)

Houston Cardiac Association

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dana Narcisse 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

Richard Galzarano
Columbus, OH
Rashon Howard
Conshohocken, PA
Amy Crookshank
North Haven, CT
Max Leopold
Avon, CT
Cynthia Pillard
College Grove, TN
Aaron Gordon
Horsham, PA
Eric Rhoads
Horsham, PA
John Crowley
South Jordan, UT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Find an advisor who will work directly with you

Answer a few questions, get matched with up to 3 advisors, compare and decide which is right for you. Click here to find your advisor matches today.
Get started