linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Anthony Callery

Hornor, Townsend & Kent, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Anthony Callery

Brian Anthony Callery is a registered representative with Hornor, Townsend & Kent, LLC. Brian has been working in the financial services industry since December 17, 1984. Brian is licensed to offer investment advice in the state of Massachusetts and holds licenses for series 7 and 63. Brian has been associated with AXA ADVISORS, LLC and NEW ENGLAND SECURITIES previously. Brian is also an agent with Condon Sullivan Wealth Management and Planning, selling life insurance and investments.

Firm Information

Brian Callery is currently registered with Hornor, Townsend & Kent, LLC. Hornor, Townsend & Kent, LLC is a Limited Liability Company formed in March 1969, headquartered in Conshohocken, Pennsylvania. The firm provides a range of investment advisory services, including financial planning, pension consulting, and portfolio management for individuals, businesses, and institutional clients. They have over 400 licensed agents and registered representatives serving clients in all 50 states. Their regulatory assets under management are approximately $6.86 billion, primarily derived from high-net-worth individuals, corporations, pension plans, and individuals other than high-net-worth.
Hornor, Townsend & Kent, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$6.86B

Assets Under Management

Not reported

Total Clients

688

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Trail commissions, distribution assistance fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Callery’s Registration & Firm History

MA

07/23/2007 - Present

Hornor, Townsend & Kent, LLC (BURLINGTON MA)

MA

09/15/2005 - 06/28/2007

AXA ADVISORS, LLC (CANTON MA)

NY

12/18/1984 - 09/20/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

Not sure if Brian Anthony Callery is right for you?

Licenses & Designations

IA

Issued 03/26/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/23/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Anthony Callery. Review regulatory record here.
Not sure if Brian Anthony Callery is right for you?