GF
Gary A. Frey
HORNOR, TOWNSEND & KENT
Walnutport, PA 18088
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CRD#: 2987474
GF
Professional summary
Gary Allen Frey is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Walnutport, Pennsylvania.
Gary is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Gary has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847FINANCIAL | POSITION HELD: AGENT | ADDRESS: 121 N BEST AVE, STE #2, WALNUTPORT, PA 18088 | START DATE: 12/2014 | NATURE OF ACTIVITY: MULTI-LINE INSURANCE BROKERAGE | APPROX HRS PER MTH: 25-40 | APPROX TRADING HRS PER MTH: 25-40 HRS | DESCRIPTION OF DUTIES: SALES AND SERVICE OF LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY CLIENT ACCOUNTS. 2) ACCOUTING FIRM | INVESTMENT RELATED: NO | DBA NAME: FREY & CO. CPA'S | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 121 N BEST AVE, STE #2, WALNUTPORT, PA 18088 | START DATE: 05/1999 | NATURE OF ACTIVITY: CPA/ACCOUNTING SERVICES | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 HRS | DESCRIPTION OF DUTIES: FULL ACCOUNTING / CPA SERVICES FOR CLIENTS. 3) WALNUTPORT PROFESSIONAL OFFICES LLC; INVESTMENT RELATED: NO; START DATE OF ACTIVITY: 7/7/08; DBA: WALNUTPORT PROFESSIONAL OFFICES LLC; NATURE OF BUSINESS: RENTAL PROPERTIES; TITLE: PROPRIETER/OWNER; NUMBER OF HOURS/MONTH: LESS THAN 10; NUMBER OF HOURS DURING TRADING TIMES: LESS THAN 10; ADDRESS: 330 AND 316 N BEST AVE WALNUTPORT, PA 18088; DESC: OWNER OF 2 RENTAL PROPERTIES (LLC). 4) 111 N BEST AVE; INVESTMENT RELATED: NO; START DATE OF ACTIVITY: 03/04/2003; DBA: N.A; NATURE OF BUSINESS: RENTAL PROPERTY; TITLE: PROPRIETER/OWNER; NUMBER OF HOURS/MONTH: LESS THAN 10; NUMBER OF HOURS DURING TRADING TIMES: LESS THAN 10; ADDRESS: 111 N BEST AVENUE WALNUTPORT, PA 18088; DESC: OWNER OF A RENTAL PROPERTY. 5) TREASURER FOR JUDITH ADELE AGENTIS | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER/TRUSTEE | ADDRESS: 131 MORELAND AVE BETHLEHEM PA 18017 | START DATE: 8/15/2013 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: BOARD OF DIRECTOR/CHARITY. TREASURER WITH CHECK SIGNING AUTHORITY ATTENDING MEETINGS. 6) PENNSYLVANIA MUSIC PRESERVATION SOCIETY | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: OFFICER | ADDRESS: 25 S 15TH ST ALLENTOWN, PA 18102 | START DATE: 7/6/2021 | NATURE OF ACTIVITY: CHARITY/RELIGIOUS/FOUNDATION | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: TREASURER ATTEND MEETINGS.
CRS (Client Relationship Summary) - RIA
Click below to view Gary Allen Frey's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Gary Allen Frey's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 2, 2016 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 121 N Best Av, Ste 2, Walnutport, PA 18088RIA
BD
CRD#: 4031
Walnutport, PA
Current
January 8, 2015 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 121 N Best Av, Ste 2, Walnutport, PA 18088RIA
BD
CRD#: 4031
Walnutport, PA
Past
January 29, 1998 - January 2, 2015
DAUTRICH, SEILER FINANCIAL SERVICES, INC.
BD
CRD#: 29421
WALNUTPORT, PA
Past
January 1, 1998 - February 2, 1998
PFS INVESTMENTS INC.
BD
CRD#: 10111
DULUTH, GA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(9/22/2025)
RR
District of Columbia(1/8/2015)
RR
Florida(1/8/2015)
RR
Georgia(1/8/2015)
RR
Maine(1/8/2015)
RR
Michigan(1/8/2015)
RR
North Carolina(1/15/2015)
RR
Pennsylvania(1/8/2015)
IAR
Pennsylvania(3/2/2016)
RR
Texas(7/2/2024)
IAR
Texas(7/3/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
HORNOR, TOWNSEND & KENT, LLC
HORNOR, TOWNSEND & KENT, INC. | PENN MUTUAL EQUITY SERVICES, INC. | HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031 / SEC#: 801-56151, 8-14715
RIA
Registered Investment Advisory firm - SEC (2/25/1999 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information
Main Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Mailing Address
161 Washington Street Suite 1111, Conshohocken, PA 19428
Phone number
(215) 957-7300
Established
Delaware since 09/09/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
442
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| 1847 FINANCIAL LLC | SHAREHOLDER | |
| GUNZENHAUSER, RADFORD MICHAEL | FINOP | 7253452 |
| HUCKERBY, KEITH GORDON | MANAGER | 2641591 |
| MASON, ANN-MARIE | CHIEF LEGAL OFFICER AND SECRETARY | 7145020 |
| MULLER, NIKI LEE | PRINCIPAL OPERATIONS OFFICER | 7364066 |
| NAGENGAST, HEATHER JILL | PRESIDENT, MANAGER | 5300554 |
| O'MALLEY, DAVID MICHAEL | CHAIRMAN AND MANAGER | 4468593 |
| ROBINSON, VICTORIA MARIE | CHIEF COMPLIANCE OFFICER, MANAGER | 4556827 |
| WYANT, JUSTIN | MANAGER | 8146157 |
Regulatory assets under management
| Total Number of Accounts | 31,522 |
| AUM (Assets Under Management) | $ 7,753,847,039 |
Disclosures
| Regulatory Event | 11 |
| Arbitration | 6 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
HORNOR, TOWNSEND & KENT, LLC
CRD#: 4031Walnutport, PA 18088TRUST BUT VERIFY
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