Carol Brian
Carol Brian is a ChFC-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Lancaster, PA, with 18 years of industry experience. Carol 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
313 W Liberty St, Suite 402, Lancaster, PA, 17603
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2009Other Business ActivitiesSells Insurance
Carol works as an agent at a multi-line insurance brokerage, 1847 Financial, since 2017. She dedicates nearly full-time hours to sales and service of the brokerage, including life, accident, health/DI/LTC, and annuity accounts for multiple insurance carriers.
Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
Hornor, Townsend & Kent, LLCBroker
Previous Registrations
Msi Financial Services, INC.Broker
State Registrations15 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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