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Robert Edwin Perry

Hornor, Townsend & Kent, LLC

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About Robert Edwin Perry

Robert Edwin Perry is a financial advisor at Hornor, Townsend & Kent, LLC with over 12 years of experience in the industry. Robert is licensed to provide financial and investment advice in Florida. In addition to his role at Hornor, Townsend & Kent, LLC, Robert also holds an insurance brokerage position at the same firm, and owns a retail sales business. Robert has a strong focus on financial planning and portfolio management for individuals and businesses. He also offers pension consulting and selection of other advisors services.

Firm Information

Robert Perry 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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Robert Perry’s Registration & Firm History

FL

07/03/2019 - Present

Hornor, Townsend & Kent, LLC (BONITA SPRINGS FL)

FL

05/11/2016 - 03/04/2019

SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)

FL

02/09/2007 - 05/19/2016

AXA ADVISORS, LLC (LAKELAND FL)

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Licenses & Designations

BOTH

Issued 02/26/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Robert Edwin Perry. Review regulatory record here.
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