GG
ChFC
GG
ChFC

Glenn Guthrie

42 Years of Experience
Woodstock, GA
BrokerSells Insurance

Glenn Guthrie is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Woodstock, GA, with 42 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 31,522 clients with $7.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

Fee Structure

HTK offers investment advisory services through third-party asset managers (TPAMs). When HTK and its advisors act as co-advisors, they may receive a portion of the advisory fee charged by the TPAM. In some cases, the advisor may add a fee to the TPAM fee for certain advisory services. HTK charges up to 1.5% of the client's account value, not including manager fees and other charges associated with the TPAM program.

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Location

980 Woodstock Pkwy, Suite 210, Woodstock, GA, 30188

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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

Glenn is an insurance agent for multiple carriers, including Penn Mutual Life Insurance Company, selling life, health, disability, LTC, and annuity products since 2003; this takes about a quarter of his time. He also owns a corporation for tax purposes related to his work with HTK and Penn Mutual, dedicating about a quarter of his time to this as well.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
March 2004 - Present · 22 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
July 2003 - Present · 22 yrs 10 mos
Previous Registrations
AXA Advisors, LLC
November 2000 - July 2003 · 2 yrs 8 mos
AXA Advisors, LLCBroker
January 1984 - July 2003 · 19 yrs 6 mos
The Equitable Life Assurance Society of the United StatesBroker
January 1984 - January 2000 · 16 yrs
State Registrations11 states
AKCOFLGAKYNCOHOKSCTXWI
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.