Carol E Brian

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

• 07/2016 → 02/2017
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 02/2017 → Present
  Penn Mutual Life Insurance
  Horsham, PA
• 02/2017 → Present
  Hornor Townsend & Kent Inc
  Horsham, PA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT- | ADDRESS: 313 W LIBERTY ST SUITE 402, LANCASTER, PA 17603 | START DATE: 2017-02-13 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE- | APPROX HRS PER MTH: OVER 140 HOURS | APPROX TRADING HRS PER MTH: OVER 140 HOURS | 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  2008-01-22

Designations

• Chartered Financial Consultant

Other Names

• Carol E Bruckart
• Carol E. Brian