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Credentials
Series 66
Experience Industry experience
16 years
Location
Lafayette, TN 37083
Hornor, Townsend & kent, LLC
Enterprise
Jeffrey Duncan is a financial advisor at Hornor, Townsend & Kent, LLC with 16 years of industry experience. He holds the Series 66 designation and has worked at multiple firms including World Equity Group and Triumph Wealth Advisors. Outside of his advisory role, Duncan is an auctioneer with nearly five decades of experience, serves as chairman of the Macon County Board of Planning and Zoning, and is a board member of Masonic Homes of Kentucky. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.
Based on Hornor, Townsend & kent, LLC
Negotiated flat fees for Retirement Plan Consulting Services (RPCS) and financial planning/consulting engagements.
Commissions received for securities transactions and insurance product sales; no offsets to advisory fees.
Up to $500 per hour for Retirement Plan Consulting Services (RPCS); other hourly fees may be negotiated for financial planning and consulting.
Fee-only: Fees are negotiable and may include hourly fees, fixed fees, or a percentage of assets under management, varying by service and complexity.
Lafayette, TN
688 Hwy 52 Bypass W
Lafayette TN 37083
Advisors at this office
1
Tennessee
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
The O. N. Equity Sales Company
2013 - 2016 • 3 years
Cincinnati, OH
Ohio National Financial Services
2012 - 2016 • 4 years
Cincinnati, OH
Duncan Auctioneers
1977 - Present • 49 years
Lafayette, TN
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 66, Series 63
Bethpage, TN
Fidelity
Amberlyn Endres is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked in various capacities within Fidelity since 2014. Fidelity’s Strategic Advisers LLC, where Amberlyn is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a distinctive role in managing model portfolios and providing advisory services with formal governance and regulatory oversight.
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