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Russell Rhodes

14 Years of Experience
Greenville, SC
1 DisclosureBrokerSells Insurance

Russell Rhodes is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Greenville, SC, with 14 years of industry experience. Russell 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

420 East Park Ave, Suite 306, Greenville, SC, 29601

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History

Regulatory History (1)
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Financial
June 2016
Final
Other Business ActivitiesSells Insurance

Russell works as an agent at Strategic Planning Group, an insurance brokerage, selling and servicing insurance, including Penn Mutual Life products. This activity takes nearly full-time hours.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2024 - Present · 1 yr 9 mos
Hornor, Townsend & Kent, LLCBroker
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Hornor, Townsend & Kent, LLC
December 2023 - July 2024 · 7 mos
Hornor, Townsend & Kent, LLCBroker
December 2023 - July 2024 · 7 mos
W&s Brokerage Services, INC.
May 2022 - August 2022 · 3 mos
W&s Brokerage Services, INC.Broker
April 2022 - August 2022 · 4 mos
MML Investors Services, LLC
March 2020 - July 2021 · 1 yr 4 mos
MML Investors Services, LLCBroker
March 2020 - July 2021 · 1 yr 4 mos
Client One Securities LLC
October 2018 - October 2019 · 1 yr
Client One Securities LLCBroker
October 2018 - October 2019 · 1 yr
Edward Jones
September 2016 - October 2018 · 2 yrs 1 mo
Edward JonesBroker
July 2016 - October 2018 · 2 yrs 3 mos
MML Investors Services, LLCBroker
March 2015 - January 2016 · 10 mos
Park Avenue Securities LLCBroker
March 2013 - January 2014 · 10 mos
Nylife Securities LLCBroker
April 2008 - February 2013 · 4 yrs 10 mos
Nationwide Securities, INC.Broker
July 2002 - April 2003 · 9 mos
State Registrations1 state
SC
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.
Russell Rhodes - Financial Advisor | TrueAdvisor