Jeffrey Duncan
Jeffrey Duncan is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Lafayette, TN, with 16 years of industry experience. Jeffrey 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
688 Hwy 52 Bypass W, Lafayette, TN, 37083
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jeffrey is an insurance agent with Sunrise Financial Partners, spending about 10-20% of his time on insurance sales and service, including Penn Mutual life products. He also owns Duncan Auctioneers, is involved in county government, a fraternal organization, church, farming, and BBQ competitions.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Triumph Wealth Advisors, INC.
World Equity Group, INC.Broker
Taylor Capital Management INC.Broker
Triumph Wealth Advisors, INC.
On Investment Management CO
The O.N. Equity Sales CompanyBroker
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations3 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.