David Chamberlain
David Chamberlain is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Palmetto Bay, FL, with 52 years of industry experience. David 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
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
Location
8925 SW 148 Street, Suite 200, Palmetto Bay, FL, 33176
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2009Other Business ActivitiesSells Insurance
David is the proprietor/owner of DAC Financial Consultants, Inc., a multi-line insurance brokerage, and spends about 10-20% of his time on sales and service of life, health, and disability insurance products. He also serves as an officer (board member and treasurer) for Miami Beach Community Health Center, dedicating about 10-20% of his time to board meetings and oversight.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Mutual Service CorporationBroker
Lowry Financial Services CorporationBroker
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.
Exams
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