linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Kim Ann Owens

Hornor, Townsend & Kent, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Kim? Claim Your Profile

About Kim Ann Owens

Kim Ann Owens is a financial professional with over 30 years of experience in the industry. Kim Ann Owens is currently registered with Hornor, Townsend & Kent, LLC in Pennsylvania. Kim Ann Owens's previous employment includes roles at PARK AVENUE SECURITIES LLC, GUARDIAN INVESTOR SERVICES LLC and Copeland Equities, Inc.

Firm Information

Kim Owens 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

check

other

Trail commissions, distribution assistance fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Kim Owens’s Registration & Firm History

PA

04/04/2016 - Present

Hornor, Townsend & Kent, LLC (HORSHAM PA)

NY

07/19/2006 - 03/01/2016

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

10/25/2001 - 03/31/2015

GUARDIAN INVESTOR SERVICES LLC (NEW YORK NY)

NY

05/03/1999 - 11/07/2001

PARK AVENUE SECURITIES LLC (NEW YORK NY)

NY

07/09/1998 - 05/03/1999

GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)

NJ

05/30/1989 - 01/16/1997

COPELAND EQUITIES, INC. (SOMERSET NJ)

Not sure if Kim Ann Owens is right for you?

Licenses & Designations

BC

Issued 12/04/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/1992

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/26/1989

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kim Ann Owens.
Not sure if Kim Ann Owens is right for you?