Larry Sun
Larry Sun is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 32 years of industry experience. Larry 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
161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428
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Regulatory History (2)
Customer Dispute
January 2022Customer Dispute
October 2006Other Business ActivitiesSells Insurance
Larry works as an insurance agent for 1847 Financial, selling various insurance products and servicing accounts, which takes nearly full-time. He also serves as a board member/trustee for Faith Hope Love Chinese Church and provides business consulting under his name, dedicating minimal time to each.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
MML Investors Services, LLCBroker
Metlife Securities INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations18 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.