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Ferrell O'quinn

16 Years of Experience
Jesup, GA
BrokerSells Insurance

Ferrell O'quinn is a registered investment advisor at Hornor, Townsend & Kent, LLC, based in Jesup, GA, with 16 years of industry experience. Ferrell 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

212 South 1st Street, Suite 1, Jesup, GA, 31545

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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

Ferrell is a partner in Signatronics, managing partner of O'Quinn Investments LLC (rental property), and proprietor of Soap and Suds. He also works as an insurance agent for property/casualty and life insurance, and has a referral relationship with an estate planning team; these activities take up a significant portion of his time.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
May 2022 - Present · 4 yrs
Hornor, Townsend & Kent, LLC
April 2022 - Present · 4 yrs 1 mo
Hornor, Townsend & Kent, LLCBroker
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Country Capital Management CompanyBroker
February 2010 - April 2022 · 12 yrs 2 mos
State Registrations4 states
ALFLGASC
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.