Joseph Terrell Lady
Investment adviser representative at Hornor, Townsend & Kent, LLC
10 yearsExperience
1 stateRegistered 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, LLCAug 2023 to now
- Penn Mutual Life Insurance CompanyMay 2023 to now
- First Presbyterian Church of OrlandoMay 2023 to Jul 2023
- Massmutual South CarolinaMay 2022 to May 2023
- Southern First BankMay 2021 to Jan 2022
- Pizza HutMay 2020 to Jan 2021
- Clemson UniversityAug 2019 to May 2023
- Holly Tree Country ClubFeb 2019 to Aug 2019
- WalmartDec 2018 to Feb 2019
- Piedmont Home EducatorsJul 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (SC).
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
- 7789849
- Firm CRD
- 4031