Elizabeth O'reilly Pate
Investment adviser representative at Hornor, Townsend & Kent, LLC
18 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
18 years in the industry.
- Hornor, Townsend & Kent, LLCNov 2024 to now
- Penn Mutual Life Insurance CompanyNov 2024 to now
- MML Investors Services, LLCMar 2017 to Nov 2024
- Massmutual Life Insurance CompanyJul 2016 to Nov 2024
- Metlife SecuritiesApr 2008 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 4764122
- Firm CRD
- 4031