Nada Lorna Allen

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

• 08/2015 → 12/2021
  New York Life Insurance Company
  Austin, TX
• 11/2015 → 12/2021
  Nylife Securities Llc
  Austin, TX
• 01/2018 → Present
  Austin Community College
  Austin, TX
• 01/2020 → 10/2020
  Cadence Wealth Management, L.L.C.
  Austin, TX
• 09/2021 → Present
  The Rainier Financial Group, Llc
  Austin, TX
• 01/2023 → Present
  Penn Mutual Life Insurance Company
  Horsham, PA
• 05/2023 → Present
  Hornor, Towsend & Kent, Llc
  Horsham, PA

Other Businesses

1) INSURANCE AND INVESTMENTS | INVESTMENT RELATED: YES | DBA NAME: PROSPERITE FINANCIAL | POSITION HELD: AGENT | ADDRESS: 2018 CONTINENTAL PASS CEDAR PARK, TX 78613 | START DATE: 3/3/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE INCLUDING PENN MUTUAL LIFE PRODUCTS 2) ADJUNCT FACULTY PROFESSOR & ADVISOR | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: EMPLOYEE | ADDRESS: AUSTIN COMMUNITY COLLEGE C HIGHLAND BUSINESS CENTER 5930 MIDDLE FISKVILLE RD.AUSTIN, TX 78752 | START DATE: 3/3/2023 | NATURE OF ACTIVITY: COMMUNITY SERVICE | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: TEACH & ADVISE STUDENTS AT COLLEGE LEVEL 3) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: OCEANVIEW | POSITION HELD: AGENT | ADDRESS: 410 N 44TH ST SUITE 210, PHOENIX, AZ 85008 | START DATE: 3/28/2023 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 41-100 HRS | APPROX TRADING HRS PER MTH: 41-100 HRS | DESCRIPTION OF DUTIES: INSURANCE SALES AND SERVICE OF LIFE PRODUCTS

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-12
• S63 Uniform Securities Agent State Law Examination
  2016-01-21

Other Names

• Nada L Hamamcy
• Lorna Allen
• Lorna Hamamcy