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Carter William Kranz

Hornor, Townsend & Kent, LLC

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About Carter William Kranz

Carter William Kranz is a registered investment advisor representative with Hornor, Townsend & Kent, LLC, located in Grover Beach, CA. Carter has been in the financial industry since June 4th, 2023. Carter holds a Series 7TO, Series 66, and SIE license and is registered to provide investment advice in California and Minnesota. In addition to working as a financial advisor, Carter is also an insurance agent for 1847FINANCIAL, a life insurance brokerage, and is involved in IAM Ownership, a coaching program for insurance agents. Carter's background includes experience at Insurance Advertising Masters LLC, KPMG, and PENN MUTUAL LIFE INSURANCE COMPANY.

Firm Information

Carter Kranz 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Trail commissions, distribution assistance fees

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Carter Kranz’s Registration & Firm History

CA

10/25/2023 - Present

Hornor, Townsend & Kent, LLC (GROVER BEACH CA)

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Licenses & Designations

BOTH

Issued 10/17/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/05/2023

Series 7TO - General Securities Representative Examination

BC

Issued 03/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Carter William Kranz.
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