David Kiniry
David Kiniry is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Boca Raton, FL, with 38 years of industry experience. David 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
2600 North Military Trail, Suite 420, Boca Raton, FL, 33431
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Regulatory History (1)
Customer Dispute
April 2000Other Business ActivitiesSells Insurance
David works as an agent at 1847Financial, a multi-line insurance brokerage, since 2019. He dedicates nearly full-time hours to insurance sales and service for multiple carriers.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Woodbury Financial Services, INC.Broker
Washington Square Securities, INC.Broker
New England SecuritiesBroker
State Registrations5 states
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.