Elizabeth Kassen
Elizabeth Kassen is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Conshohocken, PA, with 22 years of industry experience. Elizabeth 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 St, Suite 1111, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth tutors students for FINRA exams, spending about 10-20% of her time on this. She also works as a brand ambassador promoting and selling wine, beer, and spirits, and boards horses, dedicating about half her time to this.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
Hornor, Townsend & Kent, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Heim, Young & Associates, INC.Broker
Sorrento Pacific Financial, LLCBroker
Cuso Financial Services, L.P.Broker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Next Financial Group, INC.Broker
First Allied Securities, INC.Broker
Allstate Financial Services, LLCBroker
Ffp Securities, INC.Broker
Signator Investors, INC.Broker
Ffp Securities, INC.Broker
Ffp Advisory Services INC
Stifel, Nicolaus & Company, IncorporatedBroker
State Registrations51 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.