Lance
Sevier

Hornor, Townsend & Kent, Inc

CRD#5418562
Investment Advisor
in Seattle, WA
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About this Advisor

Lance Sevier is a certified financial planner whose office is in Seattle, Washington. Currently an advisor at Hornor, Townsend & Kent, Inc, Sevier has 20 years of professional experience. Sevier maintains a Series 66 license, certifying the advisor as both a securities agent and an investment advisor representative. Sevier is registered to work with customers based out of Washington. During their career, the advisor has held roles at Hornor Townsend & Kent Inc, Ubs Financial Services Inc, Synergea Consulting and Penn Mutual Life Ins Co. Hornor, Townsend & Kent, Inc is headquartered in Seattle, Washington, and has 200 brick-and-mortar locations throughout the United States. In aggregate, Hornor, Townsend & Kent, Inc oversees $2 billion in assets throughout 5,415 accounts and retains more than 656 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 1,243 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 5% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Hornor, Townsend & Kent, Inc offers financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

20 years

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

Disclosures

Yes

Office Location

1601 5Th Ave, Suite 2000
Seattle, WA 98101

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Hornor, Townsend & Kent, Inc Brokerage Details

Total Assets Under Management

$1,752,059,723

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

549

WA Average: 41
Total Number of Accounts

6,490

WA Average: 3,342
Average Account Size

$269,963

WA Average: $4,737,880

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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

Lance Sevier Work History

Lance has 20 years of experience.

2010 - Present (9 years)

Hornor Townsend & Kent Inc

2010 - Present (9 years)

Penn Mutual Life Ins Co

2007 - 2009 (2 years)

Ubs Financial Services Inc

1998 - 2008 (10 years)

Synergea Consulting

Disclosures

Lance Sevier has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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