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CFP
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CFP

Dennis Gunn

Hornor, Townsend & Kent, LLC
41 Years of Experience
Lebanon, NJ
BrokerSells Insurance
View SEC Summary
View SEC Summary

Dennis Gunn is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Lebanon, NJ, with 41 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
465 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

100 Corporate Drive, Suite 103, Lebanon, NJ, 08833

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Dennis works as an agent for two life insurance brokerages, Primary Financial and Stone Hill Financial, selling life insurance, annuities, disability insurance, third party managed investments, and 401k pension plans. These activities take about a quarter to nearly full-time hours.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
February 2011 - Present · 15 yrs 8 mos
Hornor, Townsend & Kent, LLCBroker
July 2010 - Present · 16 yrs 3 mos
Previous Registrations
Metlife Securities INC.
October 2002 - July 2010 · 7 yrs 9 mos
Metlife Securities INC.Broker
July 2002 - July 2010 · 8 yrs
Metropolitan Life Insurance CompanyBroker
July 2002 - July 2007 · 5 yrs
1717 Capital Management Company
April 2000 - July 2002 · 2 yrs 3 mos
1717 Capital Management CompanyBroker
July 1986 - July 2002 · 16 yrs
Moore & Schley/meeker Sharkey Group INC.Broker
September 1985 - December 1988 · 3 yrs 3 mos
State Registrations1 state
NJ
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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