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John N

ChFC®, Series 63

Addison, TX

Hornor, Townsend & Kent, LLC

John Norman is a ChFC® with 32 years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC since 2004. He holds multiple roles in insurance brokerage, including partnerships at firms specializing in life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory network, offering tailored financial planning and retirement consulting alongside brokerage services. The firm manages a diverse advisory platform featuring third-party asset manager relationships and both discretionary and non-discretionary account options.

Business succession planning Wealth management
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James L

ChFC®, Series 63

Addison, TX

Hornor, Townsend & Kent, LLC

James Lester is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® and Series 63 credentials. He has 54 years of industry experience, including over 27 years with Hornor, Townsend & Kent and a long career managing his own agency, Jay Lester Agency. He also has experience in insurance sales and service through related brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement consulting. The firm operates both advisory and broker-dealer services, featuring a comprehensive platform that includes third-party asset manager relationships and multiple account options.

Business succession planning Wealth management
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Joel C

Series 63, Series 65

Addison, TX

Hornor, Townsend & Kent, LLC

Joel Carson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and previously held roles with Penn Mutual Life Insurance Company and Mass Mutual. Hornor, Townsend & Kent serves a range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through a dual-registered platform combining advisory and broker-dealer services.

Business succession planning Wealth management
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Michael S

Series 63, Series 65

Addison, TX

Hornor, Townsend & Kent, LLC

Michael Smith is a financial advisor with Hornor, Townsend & Kent, LLC in Addison, TX, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend And Kent, Inc. since 2008. In addition to advisory services, he is involved in insurance brokerage through Penn Mutual Wealth Strategies and Wealth Coordination Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining custody, execution, and brokerage capabilities with investment advice.

Business succession planning Wealth management
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Christopher C

Series 63, Series 65

Addison, TX

Hornor, Townsend & Kent, LLC

Christopher Carrion is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Hornor Townsend & Kent Inc since 2014. Carrion is also active in life insurance brokerage and serves as a programming co-chair for the Conscious Capitalism networking organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, 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.

Business succession planning Wealth management
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Jerod F

Series 66

Addison, TX

Hornor, Townsend & Kent, LLC

Jerod Frank is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and bringing 10 years of industry experience. He has worked with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. In addition to his advisory role, he is a partner at Wealth Coordination Partners, an insurance brokerage specializing in multi-line insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing billions in assets under management.

Business succession planning Wealth management
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Mirmehdi H

Series 66

Addison, TX

Hornor, Townsend & Kent, LLC

Mirmehdi Hussain is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds a Series 66 credential and has previously worked at firms including MML Investors Services LLC and MassMutual Life Insurance Company. Outside of advisory roles, he is involved in IT consulting, providing data architecture and programming services for analytics projects, and also engages in tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates an integrated advisory and broker-dealer platform, managing a multi-billion-dollar portfolio of assets through a combination of discretionary and non-discretionary strategies.

Business succession planning Wealth management
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Grover B

Series 63, Series 66

Addison, TX

Hornor, Townsend & Kent, LLC

Grover Brillhart II is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and 66 credentials and with 29 years of industry experience. He has been with Hornor, Townsend & Kent since 1999 and also has long-term affiliations with Cadaret, Grant & Co., Inc. and AIG. Outside of his advisory role, Brillhart is active as an insurance agent, involved in the sale and service of life, disability, long-term care insurance, and annuities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Business succession planning Wealth management
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