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Stephani Dawn Niblock

Hornor, Townsend & Kent, LLC

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About Stephani Dawn Niblock

Stephani Niblock is a financial advisor with Hornor, Townsend & Kent, LLC. Stephani has been in the industry since 2020 and has experience working with individuals, families, and businesses. Stephani specializes in providing financial planning, portfolio management, and pension consulting services.

Firm Information

Stephani Niblock 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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Stephani Niblock’s Registration & Firm History

CO

09/28/2023 - Present

Hornor, Townsend & Kent, LLC (LITTLETON CO)

CO

12/10/2020 - 08/18/2023

TRANSAMERICA FINANCIAL ADVISORS, INC (GREENWOOD VILLAGE CO)

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Licenses & Designations

IA

Issued 12/14/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/27/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/10/2020

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

BC

Issued 12/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Stephani Dawn Niblock. Review regulatory record here.
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