JB
JB

John Boyce

21 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

John Boyce is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Pittsburgh, PA, with 21 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.

Loading...

Location

Pittsburgh, PA

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

John operates an insurance brokerage, selling life insurance and annuities, dedicating a few hours per week. He also serves as a director for the Boy Scouts of America and a board member for the Society of Financial Service Professionals, each requiring minimal time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
October 2011 - Present · 14 yrs 7 mos
Hornor, Townsend & Kent, LLCBroker
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
New England Securities Corporation
February 2008 - August 2011 · 3 yrs 6 mos
New England SecuritiesBroker
January 2008 - August 2011 · 3 yrs 7 mos
Northwestern Mutual Investment Services, LLCBroker
April 2007 - January 2008 · 9 mos
Securities Management & Research, INC.Broker
March 2006 - February 2007 · 11 mos
Ameriprise Financial Services, INC.
October 2004 - January 2006 · 1 yr 3 mos
Ameriprise Financial Services, INC.Broker
September 2004 - January 2006 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
September 2004 - January 2006 · 1 yr 4 mos
State Registrations4 states
ILOHPAWV
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.