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CFP
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CFP

Larry Sun

Hornor, Townsend & Kent, LLC
33 Years of Experience
Conshohocken, PA
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Larry Sun is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 33 years of industry experience. Larry 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
464 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

161 Washington Street, Floor 11, Suite 1111, Conshohocken, PA, 19428

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History

Regulatory History (2)
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
January 2022
Closed-No Action
Customer Dispute
October 2006
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
July 2019 - Present · 7 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
MML Investors Services, LLCBroker
March 2017 - July 2017 · 4 mos
Metlife Securities INC.
July 2002 - January 2012 · 9 yrs 6 mos
Msi Financial Services, INC.Broker
August 1993 - March 2017 · 23 yrs 7 mos
Metropolitan Life Insurance CompanyBroker
August 1993 - July 2007 · 13 yrs 11 mos
State Registrations18 states
CACTDEFLGAINKYMAMDMIMNNCNJNVOKPATXWA
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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Larry Sun - Financial Advisor | TrueAdvisor