Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Lynn Richmond is a financial advisor with over 25 years of experience in the industry. Currently, James is registered with Hornor, Townsend & Kent, LLC and has been with the firm since September 2016. James has previously worked with MSI Financial Services, Inc. and Metropolitan Life Insurance Company. James Richmond specializes in working with individuals, high-net-worth individuals, corporations, and pension and profit sharing plans. James Richmond offers a variety of services, including financial planning, pension consulting, and portfolio management.
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
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2
PA
08/03/2017 - Present
Hornor, Townsend & Kent, LLC (HUMMELS WHARF PA)
PA
06/28/1994 - 09/13/2016
MSI FINANCIAL SERVICES, INC. (Hummels Wharf PA)
PA
06/28/1994 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LEWISBURG PA)
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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