Robert Steven Gascon

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

• 04/1983 → Present
  Penn Mutual Life
  Horsham, PA
• 12/1984 → 07/2019
  Hornor, Townsend & Kent, Llc
  Horsham, PA
• 05/2021 → Present
  Hornor Townsend & Kent Llc
  Horsham, PA

Previous Registrations

• 2001-09-28 → 2019-07-01
  Hornor, Townsend & Kent, Llc
  Villa Park, CA
  Irvine, CA
  San Diego, CA
  Prescott, AZ
  Irvine, CA
  Walnut Creek, CA
  Villa Park, CA
  Villa Park, CA

Other Businesses

1) INSURANCE BROKERAGE | INVESTMENT RELATED: NO | DBA NAME: PENN EQUITY & INSURNACE SERVICES, INC. | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 9601 CHRISTINE CIR, VILLA PARK, CA 92861 | START DATE: 10/1/1987 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: SALES & SERVICE OF FIXED ONLY 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: SUMMIT FINANCIAL & INSURANCE SERVICES | POSITION HELD: AGENT | ADDRESS: 3 POINT DRIVE, SUITE 301, BREA, CA 92821 | START DATE: 5/13/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 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.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-10-28

Designations

• Chartered Financial Consultant