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Stephen Charles Kennedy

Hornor, Townsend & Kent, LLC

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About Stephen Charles Kennedy

Stephen Charles Kennedy is an active investment advisor registered with the Securities and Exchange Commission and is currently employed at Hornor, Townsend & Kent, LLC. Stephen has been in the industry since 1995 and has a strong track record of providing investment advice to individuals, corporations and charitable organizations. Stephen is also a registered representative with FINRA and has held various positions at different firms over the years. Stephen has a strong understanding of the investment markets and provides a variety of investment services, including financial planning, portfolio management and selection of other advisors.

Firm Information

Stephen Kennedy 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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Stephen Kennedy’s Registration & Firm History

PA

05/10/2024 - Present

Hornor, Townsend & Kent, LLC (HORSHAM PA)

MN

11/25/2020 - 04/25/2024

THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)

MN

03/18/2016 - 11/04/2020

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

TX

06/28/2013 - 02/16/2016

AIG CAPITAL SERVICES, INC. (HOUSTON TX)

TX

08/04/2004 - 06/28/2013

AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)

AZ

10/01/2002 - 06/21/2004

AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)

TX

09/28/1994 - 10/01/2002

FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)

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Licenses & Designations

BC

Issued 01/27/1997

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/12/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Charles Kennedy.
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