George Leavell Coxhead

Employer firm

Hornor, Townsend & Kent, LLC CRD 4031

$9.01B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2012 → 04/2019
  Equity Services, Inc.
  Montpelier, VT
• 04/2019 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA
• 04/2019 → Present
  Penn Mutual Life Insurance Co
  Horsham, PA

Previous Registrations

• 2012-11-09 → 2019-04-11
  Equity Services, Inc.
  Charlotte, NC
  Rock Hill, SC
  Charlotte, NC
• 2011-10-21 → 2012-10-25
  Msi Financial Services, Inc.
  Charlotte, NC
• 2005-10-14 → 2011-10-03
  Equity Services, Inc.
  Charlotte, NC
  Charlotte, NC
• 2001-12-31 → 2005-10-03
  1717 Capital Management Company
  Charlotte, NC

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: STRATEGIC PLANNING GROUP | POSITION HELD: AGENT | ADDRESS: 271 COUNTRY CLUB DRIVE, ROCKHILL, SC 29730 | START DATE: 4/11/2019 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: GEORGE COXHEAD FINANCIAL SERVICES, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 271 COUNTRY CLUB DRIVE, ROCKHILL, SC 29730 | START DATE: 3/10/2016 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 3) MEDI SHARE CHRISTIAN HEALTH SHARING PLANS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: AGENT |ADDRESS: 271 COUNTRY CLUB DRIVE, ROCKHILL, SC 29730 | START DATE: 6/1/2020 | NATURE OF ACTIVITY: INSURANCE BROKERAGE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: :DIRECTING PROSPECTS TO THE MEDI SHARE WEBSITE TO SEE IF THEY WANT TO APPLY AND CAN QUALIFY TO BE MEMBERS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-06-14
• S63 Uniform Securities Agent State Law Examination
  1998-05-20

Other Names

• George Leavell Coxhead
• George L Coxhead
• George Coxhead
• George Coxhead
• George Leavell Coxhead Jr