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Emily Lady Welsh

Advisor at Hornor, Townsend & kent, LLC — Evans, GA

Updated today

Credentials

Series 66

Experience

4 years

Location

Evans, GA

Hornor, Townsend & kent, LLC logo

Hornor, Townsend & kent, LLC

Enterprise

Total advisors

469

Across 199 offices

Clients per advisor

60 Typical

Avg AUM per client

$294,061 Low

HNW client ratio

2% Very Low

About

Emily Welsh is a financial advisor at Hornor, Townsend & Kent, LLC with four years of industry experience. She holds a Series 66 designation and has worked at several firms, including CETERA Advisor Networks and Securian Financial Services. In addition to her advisory role, she assists with insurance sales and service related to Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Client services

Based on Hornor, Townsend & kent, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Hornor, Townsend & kent, LLC

Business succession planning Wealth management

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Fee options

Fixed

Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.

Commissions

Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.

Project-based

Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.

Other

Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.

Location

See office

Evans, GA

Evans GA

Advisors at this office

1

Most active in

Georgia

Work history

4 years of industry experience

Hornor, Townsend & Kent, LLC

2025 - Present • 1 year

Wilmington, DE

Unemployed

2025 - 2025 • 1 year

Evans, GA

CETERA Advisor Networks LLC

2023 - 2025 • 2 years

Daniel Island, SC

Cetera

2023 - 2025 • 2 years

Schaumburg, IL

Securian Financial Services Inc

2020 - 2021 • 1 year

St Paul, MN

Commonwealth Financial Group

2020 - 2021 • 1 year

Daniel Island, SC

Commonwealth Financial Group

2020 - 2025 • 5 years

Daniel Island, SC

Securian Financial Services Inc

2020 - 2023 • 3 years

St Paul, MN

Streetman, Jones & Powers, LLC

2019 - 2020 • 1 year

Charleston, SC

Providence Wealth Advisors

2018 - 2019 • 1 year

Greenville, SC

TekSystems

2018 - 2018 • 1 year

Greenville, SC

Inifinity Martketing

2018 - 2018 • 1 year

Greenville, SC

Vantage Point Marketing

2017 - 2017 • 1 year

Greenville, SC

Ann Inc

2016 - 2017 • 1 year

Greenville, SC

Clemson

2014 - 2018 • 4 years

Greenville, SC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael C

ChFC®, Series 65

Augusta, GA

CAVE, INC.

Michael Cave is the sole advisor at CAVE, INC. in Augusta, GA, holding the ChFC® designation and a Series 65 license with 22 years of industry experience. He has been with CAVE, INC. since 1993. He is also a licensed insurance agent and counselor, dedicating part of his time to those roles. CAVE, INC. provides financial planning and investment advisory services primarily to individual clients, including retirement accounts. The firm employs a discretionary investment strategy focused on market timing with ETFs and individual stocks, emphasizing capital conservation and incorporating insurance expertise in evaluating life insurance and annuity contracts.

Active portfolio management
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Sylvester L

Series 63, Series 65

Augusta, GA

Larkins & Associates Financial Services, LLC

Sylvester Larkins is a financial advisor with Larkins & Associates Financial Services, LLC in Augusta, GA, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has worked at Cetera and Cetera Financial Specialists LLC since 2002 and serves as treasurer for First Shiloh Baptist Church, managing its financial transactions and consulting on financial matters. Larkins & Associates Financial Services provides personalized financial planning and investment consultation to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive planning, retirement and estate planning, tax preparation, and pension consulting, delivering advice on a primarily non-discretionary basis while combining advisory services with broker-dealer and insurance activities.

General retirement planning General tax planning Founder/Business Owner
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Victor O

Series 65

Evans, GA

Prometheus Wealth Management, LLC

Victor Onate is a financial advisor at Prometheus Wealth Management, LLC with 10 years of industry experience. He holds a Series 65 designation and has been working at Prometheus Wealth Management since 2015. In addition to his advisory role, he is co-owner of a non-institutional lending business, Vic-To Enterprises. Prometheus Wealth Management provides portfolio management, financial planning, and hourly planning services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm employs a long-term trading approach that combines fundamental, technical, and quantitative analysis with modern portfolio theory, primarily recommending equities and ETFs.

Wealth management Passive / index investing Annuities Real estate investing
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Ethan A

Series 63, Series 65

Augusta, GA

Andrews Investment Management

Ethan Andrews is the sole advisor at Andrews Investment Management in Augusta, GA, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has worked concurrently at Andrews Investment Management and Wackenhut Services Inc. since 2006. Outside of his advisory work, Andrews and his wife own and operate a local laundromat business. Andrews Investment Management provides discretionary, fee-based portfolio management primarily for individual clients, managing about $15 million across approximately 50 accounts. The firm emphasizes fundamental analysis and implements portfolios mainly through exchange-traded funds, while also utilizing a range of securities including mutual funds, OTC and foreign securities, corporate debt, certificates of deposit, U.S. government securities, and options.

Passive / index investing Active portfolio management Options & derivatives strategies
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Barry W

Series 63, Series 65

Martinez, GA

InvestmentPost Advisory

Barry Wheeler is a financial advisor with InvestmentPost Advisory, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with InvestmentPost Advisory since 1999, and previously spent 17 years at WM. Burnside. Outside of his advisory role, he is a joint owner of MYHEROCARD.COM, a discount products and services membership business. InvestmentPost Advisory provides discretionary and non-discretionary investment management to individuals, trusts, pension plans, and other entities. The firm employs asset-allocation models combined with value-oriented strategies and market timing, serving a small client base with portfolios consisting of stocks, bonds, options, mutual funds, and variable insurance products.

Options & derivatives strategies Active portfolio management
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Eulon P

Series 65

Martinez, GA

Purvis Investments, Inc.

Eulon Purvis is the sole advisor at Purvis Investments, Inc. in Martinez, GA, holding a Series 65 designation with 29 years of industry experience. He has led Purvis Investments since 1995. Purvis Investments provides personalized investment advisory services primarily to individual clients, focusing on discretionary portfolio management and a proprietary market timing system. The firm emphasizes technical analysis and uses selected mutual funds as the main investment vehicles, applying short-term trading tactics when appropriate.

Passive / index investing
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