Karolyn Joy Wotring
Investment adviser representative at Hornor, Townsend & Kent, LLC
10 yearsExperience
2 statesRegistered in
$9BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Hornor, Townsend, & Kent LLCJun 2024 to now
- Penn Mutual Life Insurance CompanyMar 2024 to now
- Northwestern Mutual Wealth Mangement CompanyApr 2019 to Jun 2024
- Northwestern Mutual Investment Services LLCJan 2019 to Jun 2024
- Northwestern Mutual Life Insurance CompanyJan 2019 to Jun 2024
- UnemployedNov 2018 to Jan 2019
- Westridge Managment CoJun 2018 to Oct 2018
- The Tranel Financial GroupFeb 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Hornor, Townsend & Kent, LLC
$9BAssets managed
28,369Clients
466Advisers
27 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2519161
- Firm CRD
- 4031