Unclaimed
Brandon Preece is an investment advisor representative and insurance agent who has been in the industry since 2007. He is currently registered with Hornor, Townsend & Kent, LLC and has been with the firm since 2018. Brandon has experience providing financial planning services, investment advisory services, and investment products through Hornor, Townsend & Kent, LLC. Brandon is licensed in multiple states including Colorado, Florida, Texas, and Utah. He is committed to providing clients with personalized financial advice and helping them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Trail commissions, distribution assistance fees
1
2
UT
01/10/2019 - Present
Hornor, Townsend & Kent, LLC (Draper UT)
UT
09/07/2012 - 11/21/2018
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
10/29/2007 - 11/24/2010
FIDELITY BROKERAGE SERVICES LLC (SALT LAKE CITY UT)
IA
Issued 03/07/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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