Advisor at Hornor, Townsend & kent, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lafayette, TN 37083
Credentials
Series 66
Industry experience
16 years
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.
688 Hwy 52 Bypass W
Lafayette, TN 37083
Tennessee
Hornor, Townsend & Kent, LLC
2024 - Present (2 years)
World Equity Group
2019 - 2024 (5 years)
Triumph Wealth Advisors
2016 - 2024 (8 years)
TCM Securities, Inc
2016 - 2019 (3 years)
Tri-County Electric Membership Corporation
2013 - Present (13 years)
Sunrises Financial Partners
2013 - Present (13 years)
The O. N. Equity Sales Company
2013 - 2016 (3 years)
Ohio National Financial Services
2012 - 2016 (4 years)
Duncan Auctioneers
1977 - Present (49 years)
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 at Raymond James Financial with four years of industry experience. He holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Prior to his advisory career, he was employed at Sunshine Decor from 2019 to 2021. Outside of his advisory role, Sewell is an associate employee at Coffee Financial in Manchester, Tennessee. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored plans developed through risk profiling and firm research, with a significant portion of its advisory business conducted on a non-discretionary basis.
Series 63, Series 66
Bethpage, TN
Fidelity
Amberlyn Endres is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has been with various Fidelity entities since 2014, currently serving at Fidelity Investments. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm combines proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction, and serves in advisory roles to registered investment companies and multiple intermediary platforms.
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