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Paula K Petersen

Hornor, Townsend & Kent, LLC

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About Paula K Petersen

Paula K. Petersen is a registered representative and investment advisor representative with Hornor, Townsend & Kent, LLC, based in Aspen, CO. Paula has been in the industry since April 2019. Paula is also an insurance agent with Legacy Capital Group, LLC, in Aspen, CO. She has held a Series 63, Series 66 and Series 7 license and is currently registered in California, Colorado, Georgia, Kansas, Oklahoma and Texas.

Firm Information

Paula Petersen 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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Paula Petersen’s Registration & Firm History

CO

01/08/2025 - Present

Hornor, Townsend & Kent, LLC (Aspen CO)

CO

04/02/2019 - 06/20/2024

NYLIFE SECURITIES LLC (ASPEN CO)

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Licenses & Designations

BOTH

Issued 04/28/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/12/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/26/2020

Series 7TO - General Securities Representative Examination

BC

Issued 04/02/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 04/02/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Paula K Petersen.
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