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Colleen Mcgroarty O'Shaughnessy

Hornor, Townsend & Kent, LLC

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About Colleen Mcgroarty O'Shaughnessy

Colleen Mcgroarty O'Shaughnessy is a financial professional with over 20 years of experience in the industry. Colleen is registered with Hornor, Townsend & Kent, LLC, a firm with a strong reputation for providing comprehensive financial services. Colleen specializes in a range of investment products and services. She is committed to helping clients reach their financial goals through personalized advice and tailored strategies.

Firm Information

Colleen O'Shaughnessy 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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Colleen O'Shaughnessy’s Registration & Firm History

PA

07/22/2003 - Present

Hornor, Townsend & Kent, LLC (HORSHAM PA)

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Licenses & Designations

BC

Issued 12/11/2006

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Colleen Mcgroarty O'Shaughnessy.
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