Robert
Penn

Hornor, Townsend & Kent, LLC

CRD#3225731
Investment Advisor
in Harvest, AL

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About this Advisor

Robert Penn is a financial advisor based in Harvest, Alabama. Penn is an employee of Hornor, Townsend & Kent, LLC. Over the course of their career, they have held roles at Allstate Financial Services LLC, Penn Mutual Life Insurance Company, Hornor, Townsent, & Kent LLC, Allstate Financial Advisors, LLC, Penn Financial Group, LLC, Massmutual Life Insurance Co, Mml Investors Services LLC and Allstate Insurance Co. Penn maintains Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to work in Alabama. Hornor, Townsend & Kent, LLC is a registered investment company operating out of Horsham, PA. The investment advisory business has offices in 172 locations and a total of 471 advisors. It has $7 billion in assets between its 27,773 customer accounts, placing it among the biggest firms in the country by assets under management. The firm provides financial advice to 21 charitable organizations. Of its 27,773 customer accounts, just 14% are associated with high-net-worth clients who have at least $1 million in assets available to invest. Hornor, Townsend & Kent, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial management are based on which services the firm provides the client. Fees charged by Hornor, Townsend & Kent, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

less than 1 year

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

Harvest, AL

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Hornor, Townsend & Kent, LLC Brokerage Details

Total Assets Under Management

$7,114,905,281

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

471

AL Average: 41
Total Number of Accounts

27,773

AL Average: 3,342
Average Account Size

$256,181

AL 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

Robert Penn Work History

Robert has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Hornor, Townsent, & Kent LLC

2021 - Present (3 years)

Penn Mutual Life Insurance Company

2019 - 2023 (4 years)

Massmutual Life Insurance Co

2019 - 2023 (4 years)

Mml Investors Services LLC

2018 - 2019 (1 year)

Allstate Financial Advisors, LLC

2014 - 2019 (5 years)

Allstate Financial Services LLC

2012 - 2019 (7 years)

Penn Financial Group, LLC

2012 - 2019 (7 years)

Allstate Insurance Co

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robert Penn 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

Zeeshan Ali
Addison, TX
Gabriel Vasquez
Miami, FL
Erick Colon
Wakefield, MA
Christopher Buford
Pearland, TX
Carlos Suarez
Miami, FL
Landon Eldredge
Cedar City, UT
Matthew Slain
Beachwood, OH
Andre Veres
Tucson, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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