Tucson, AZ E River Road Office

Team
Updated today

Client AUM

$8,233,423,714

Clients

27,999

Advisors

2

Of 467 advisors across 198 offices

Location

1820 E River Road, Suite 230

Tucson AZ 85718

Advisors at this office

2

Advisors at this office

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Joshua L

Series 66

Tucson, AZ

Hornor, Townsend & kent, LLC

Joshua Lynn is a financial advisor at Hornor, Townsend & Kent, LLC with two years of industry experience. He holds a Series 66 designation and has previously worked with Penn Mutual Life Insurance Company and Longview Insurance and Investments. Lynn also serves in the Arizona Air National Guard and provides educational presentations on navigating the TSP website for its members. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm’s advisory model emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Andre V

CFP®, ChFC®, Series 63, Series 66

Tucson, AZ

Hornor, Townsend & kent, LLC

Andre Veres is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® and ChFC® designations and possessing 13 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and also maintains a longstanding affiliation with Penn Mutual Life Insurance Company. In addition to his advisory role, Veres is a partner in an insurance brokerage, Longview Insurance & Investments, based in Tucson, AZ. 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 both as an SEC-registered investment adviser and FINRA-member broker-dealer, managing a multi-billion-dollar asset base through a combination of in-house and third-party portfolio management.

Business succession planning Wealth management
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