Zeeshan
Ali

Hornor, Townsend & Kent, LLC

CRD#6877529
Investment Advisor
in Addison, TX

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About this Advisor

Zeeshan Ali is a financial advisor based in Addison, Texas, working with Hornor, Townsend & Kent, LLC. Zeeshan has previously held positions at Mass Mutual Life Insurance Co, Mml Investors Services, LLC, Aga Khan Agency For Habitat, Asim & Shweta Company Inc, Sg Inc Cpa, Sg Tax Group LLC, Sg Cpa Inc, Hornor Townsend & Kent LLC, and Penn Mutual Life Insurance Company. Zeeshan has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Zeeshan is part of Hornor, Townsend & Kent, LLC, which operates out of Addison, 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 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

15851 N Dallas Parkway Suite 100
Addison, TX 75001

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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

Zeeshan Ali Work History

2022 - Present (2 years)

Hornor Townsend & Kent LLC

2021 - Present (3 years)

Sg Tax Group LLC

2019 - Present (5 years)

Penn Mutual Life Insurance Company

2021 - 2021 (< 1 year)

Sg Inc Cpa

2021 - 2022 (1 year)

Sg Cpa Inc

2020 - 2020 (< 1 year)

Sg Inc Cpa

2017 - 2022 (5 years)

Mass Mutual Life Insurance Co

2017 - 2022 (5 years)

Mml Investors Services, LLC

2016 - 2020 (4 years)

Asim & Shweta Company Inc

2013 - 2016 (3 years)

Aga Khan Agency For Habitat

Disclosures

Please visit the SEC profile of Zeeshan Ali 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

Anthony Lippis
Glen Rock, NJ
Amy Crookshank
North Haven, CT
Michael Clayton
Akron, OH
Stephan Davis
Nashville, TN
Jeffrey Zavila
Horsham, PA
Michael Rothrock
Allentown, PA
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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