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Rita Gibson

40 Years of Experience
Sacramento, CA
1 DisclosureBrokerSells Insurance

Rita Gibson is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Sacramento, CA, with 40 years of industry experience. Rita 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

Sacramento, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 1998
Settled
Other Business ActivitiesSells Insurance

Rita is a proprietor/owner of Rita Gibson Insurance and Investment Services, a life insurance brokerage, since 1983, and an Investment Advisor Representative with 1847Financial since 2020, selling and servicing life insurance products. She also spends minimal time as the spouse of the owner of rental property and as a member of the management team of ArcadeChurch.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2004 - Present · 21 yrs 11 mos
Hornor, Townsend & Kent, LLC
June 1989 - Present · 37 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
June 1989 - Present · 37 yrs 1 mo
Previous Registrations
Financial Network Investment CorporationBroker
February 1986 - June 1989 · 3 yrs 4 mos
State Registrations2 states
CAWA
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.