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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Chaney is a financial advisor with Hornor, Townsend & Kent, LLC. David has been in the industry since June 1, 1990, and has a long history of experience working with individuals, families, businesses, and retirement plans. David holds a wide range of licenses and certifications, including the Series 6, 7, 24, 26, 63, and 65 exams. David is also a Chartered Financial Consultant (ChFC®). Prior to working with Hornor, Townsend & Kent, LLC, David worked with AXA Advisors, LLC, Spelman & Co., Inc., MML Investors Services, Inc., EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. David is committed to providing his clients with personalized financial advice and guidance.
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
OK
11/26/2021 - Present
Hornor, Townsend & Kent, LLC (OKLAHOMA CITY OK)
OK
08/26/2004 - 05/10/2012
AXA ADVISORS, LLC (OKLAHOMA CITY OK)
AZ
02/28/2000 - 03/21/2003
SPELMAN & CO., INC. (PHOENIX AZ)
MA
09/02/1997 - 03/01/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
12/20/1988 - 08/26/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
12/20/1988 - 08/26/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 09/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2005
Series 24 - General Securities Principal Examination
BC
Issued 12/20/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/19/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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