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Lukendric Washington

Hornor, Townsend & Kent, LLC
7 Years of Experience
Tampa, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

Lukendric Washington is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Tampa, FL, with 7 years of industry experience. Lukendric 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.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5201 West Kennedy Blvd, Suite 640, Tampa, FL, 33609

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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

Lukendric is a tax expert for Intuit Turbo Tax Live, an author, a legal consultant, a board member for Freedom Project Network, and an attorney. He also works full-time as an insurance agent selling insurance products and annuities, and providing financial planning services.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLC
August 2024 - Present · 2 yrs 2 mos
Hornor, Townsend & Kent, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
November 2018 - August 2024 · 5 yrs 9 mos
State Registrations11 states
CADCFLGAMDMINCNYPATXVA
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.
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