Spencer Phillips
Investment adviser representative at Hornor, Townsend & Kent, LLC
11 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
11 years in the industry.
- Hornor, Townsend & Kent, LLCJun 2024 to now
- The Penn Mutual Life Insurance CompanyJun 2024 to now
- Guardian Life Insurance CompanyMay 2024 to May 2024
- Park Avenue SecuritiesMay 2024 to May 2024
- MML Investors Services, LLCAug 2021 to May 2024
- Massmutual Life Insurance CoJul 2021 to May 2024
- Ivy Distributors, IncMay 2019 to Apr 2021
- Waddell & Reed, IncApr 2019 to Apr 2021
- American Century Investment Services, IncSep 2013 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (MO, 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
- 6234410
- Firm CRD
- 4031