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David Joseph Kiniry

Hornor, Townsend & Kent, LLC

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About David Joseph Kiniry

David Kiniry is a financial advisor with over 30 years of experience in the financial services industry. David is currently registered with Hornor, Townsend & Kent, LLC, where David is an active registered representative. David provides financial planning and investment advice to individuals, families, and businesses. David is a registered representative with the Financial Industry Regulatory Authority (FINRA), and David holds the Series 6, 7, 24, 63 and 65 securities licenses. David is also an active insurance broker and has been a successful financial advisor with multiple firms throughout David's career.

Firm Information

David Kiniry 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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David Kiniry’s Registration & Firm History

FL

09/22/2020 - Present

Hornor, Townsend & Kent, LLC (ORLANDO FL)

FL

04/04/2012 - 10/01/2019

SECURIAN FINANCIAL SERVICES, INC. (ORLANDO FL)

FL

11/01/2010 - 03/20/2012

LINCOLN FINANCIAL SECURITIES CORPORATION (ORLANDO FL)

FL

01/03/2002 - 11/11/2010

METLIFE SECURITIES INC. (ORLANDO FL)

FL

01/03/2002 - 07/09/2007

METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)

MN

03/14/2001 - 01/16/2002

WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)

CT

02/14/2000 - 03/15/2001

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

NY

10/22/1987 - 03/03/2000

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BC

Issued 10/04/2018

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/21/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/29/2008

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/28/2006

Series 7 - General Securities Representative Examination

BC

Issued 10/21/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for David Joseph Kiniry. Review regulatory record here.
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