Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Larry? Claim Your ProfileLarry Sun, CFP, is a financial advisor who has been working in the financial services industry since 1993. Larry is currently registered with Hornor, Townsend & Kent, LLC. Larry is registered to provide investment advice and brokerage services in multiple states. Larry specializes in providing financial planning, portfolio management, and pension consulting to individuals, families, and businesses.
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
PA
07/24/2019 - Present
Hornor, Townsend & Kent, LLC (CONSHOHOCKEN PA)
PA
03/25/2017 - 07/07/2017
MML INVESTORS SERVICES, LLC (NEWTOWN SQUARE PA)
PA
08/27/1993 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
NJ
08/27/1993 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (MARLTON NJ)
BC
Issued 10/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/26/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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