JC
ChFC
JC
ChFC

John Clarke

27 Years of Experience
Chandler, AZ
BrokerSells Insurance

John Clarke is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Chandler, AZ, with 27 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
456 advisors
Number of Clients
31,522 clients
Average Client Portfolio
$246K average
Assets Under Management
$7.8B

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.

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Location

2450 S Gilbert Rd, #100, Chandler, AZ, 85286

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

John is a partner in Cambridge Financial Services, a multi-line insurance brokerage, selling life, health, disability, and LTC insurance products, dedicating about a quarter to about half of his time. He also works as Director of Financial Planning for J. Brandon Clarke Financial Consulting, spending about a quarter to about half of his time facilitating planning initiatives and supporting representatives, and serves on the Board of Directors for American Leadership Academy, spending minimal time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2010 - Present · 15 yrs 9 mos
Hornor, Townsend & Kent, LLCBroker
August 2010 - Present · 15 yrs 9 mos
Previous Registrations
Insphere Securities, INC.
November 2009 - August 2010 · 9 mos
Beneficial Investment Services, INC.
September 2007 - November 2009 · 2 yrs 2 mos
Insphere Securities, INC.Broker
February 2007 - August 2010 · 3 yrs 6 mos
Allegis Advisors, INC.
April 2005 - September 2007 · 2 yrs 5 mos
Esi Financial Advisors
April 2004 - April 2005 · 1 yr
Equity Services, INC.Broker
January 2004 - December 2006 · 2 yrs 11 mos
Hornor, Townsend & Kent, INC.
April 2001 - December 2003 · 2 yrs 8 mos
Hornor, Townsend & Kent, INC.Broker
October 2000 - December 2003 · 3 yrs 2 mos
Mony Securities CorporationBroker
October 1998 - October 2000 · 2 yrs
State Registrations11 states
AZCAIDMNNMPASDTXUTWIWY
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.