user avatar

Jeffrey Alan Duncan

Advisor at Hornor, Townsend & Kent, LLC — Lafayette, TN

Updated today

Credentials

Series 66

Experience

16 years

Location

Lafayette, TN 37083

Hornor, Townsend & Kent, LLC logo

Hornor, Townsend & Kent, LLC

Enterprise

Total advisors

469

Across 196 offices

Clients per advisor

60 Typical

Avg AUM per client

$294,061 Low

HNW client ratio

2% Very Low

About

Jeffrey Duncan is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 16 years of industry experience. His work history includes roles at World Equity Group, Triumph Wealth Advisors, and TCM Securities, Inc. Outside of finance, he owns Duncan Auctioneers, assists with benefit auctions, serves as chairman of the Macon County Board of Planning and Zoning, participates as secretary of a fraternal lodge, and is a board member for Masonic Homes of Kentucky. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, managing assets through various third-party asset manager relationships and offering discretionary and non-discretionary account options.

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

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

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

Lafayette, TN

688 Hwy 52 Bypass W

Lafayette TN 37083

Advisors at this office

1

Most active in

Tennessee

Work history

16 years of industry experience

Hornor, Townsend & Kent, LLC

2024 - Present • 2 years

Horsham, PA

World Equity Group

2019 - 2024 • 5 years

Lafayette, TN

Triumph Wealth Advisors

2016 - 2024 • 8 years

Woodstock, GA

TCM Securities, Inc

2016 - 2019 • 3 years

Woodstock, GA

Tri-County Electric Membership Corporation

2013 - Present • 13 years

Lafayette, TN

Sunrises Financial Partners

2013 - Present • 13 years

Lafayette, TN

Duncan Auctioneers

1977 - Present • 49 years

Lafayette, TN

Disclosures

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

Business activities & affiliations

user avatar

Bailey S

Series 66

Lafayette, TN

Raymond James Financial

Bailey Sewell is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, Sewell worked at Sunshine Decor. He is also an associate at Coffee Financial, where he serves as a financial advisor. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations, using risk profiling and analytical tools to tailor non-discretionary advice aligned with client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
user avatar

Amberlyn E

Series 66, Series 63

Bethpage, TN

Fidelity

Amberlyn Endres is a financial advisor with Fidelity Investments, holding Series 66 and Series 63 credentials and 12 years of industry experience. She has worked within various divisions of Fidelity, including Fidelity Brokerage Services LLC since 2014 and Fidelity Personal and Workplace Advisors from 2018 to 2025. Strategic Advisers LLC, a Fidelity Investments company, provides a range of investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves as an advisor to registered investment companies and constructs model portfolios using systematic methodologies and long-term asset allocation benchmarks.

Charitable giving & philanthropy Active portfolio management
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)