Lindsay M. Landin
HORNOR, TOWNSEND & KENT
Addison, TX 75001
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CRD#: 4850375
Professional summary
Lindsay M Landin, CFP®, who also goes by Lindsay Michelle Mcginley, Lindsay Michelle VItovsky, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in Addison, Texas.
Lindsay is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Lindsay has worked at 1 firm and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lindsay Michelle Mcginley | Lindsay Michelle Vitovsky
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 - DBA: PENN MUTUAL WEALTH STRATEGIES, INVESTMENT-RELATED, 15851 N DALLAS PARKWAY SUITE 100 ADDISON, TX, 75001, INSURANCE SALES FOR MULTIPLE CARRIERS INCLUDING PENN MUTUAL LIFE INSURANCE COMPANY, AGENT, START DATE: AUGUST 2004, APPROXIMATE NUMBER OF HOURS/MONTH: LESS THAN 10, APPROXIMATE NUMBER OF HOURS/MONTH DEVOTED TO THIS ACTIVITY DURING SECURITIES TRADING HOURS: LESS THAN 10, DUTIES: SALES AND SERVICE OF INSURANCE PRODUCTS INCLUDING LIFE, HEALTH, DISABILITY, LONG-TERM CARE AND ANNUITIES. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: OMEGA FINANCIAL GROUP | POSITION HELD: AGENT |ADDRESS: 7458 JAGER COURT, CINCINNATI, OHIO 45230 | START DATE: 9/15/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: 10-25 HRS | DESCRIPTION OF DUTIES: SPLIT BUSINESS ON CASE BY CASE BASIS IN STATES LICENSED & REGISTERED. SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES THROUGH RIA, WEALTH DEVELOPMENT STRATEGIES INVESTMENT ADVISORY, INC. IN ADDITION, WE OFFER OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC., A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM.
CRS (Client Relationship Summary) - RIA
Click below to view Lindsay M Landin's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Lindsay M Landin'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®
CFP®
Start date: 2009
Experience
Current
September 18, 2008 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 15851 N Dallas Parkway Suite 100, Addison, TX 75001RIA
BD
CRD#: 4031
Addison, TX
Current
November 3, 2004 - Present
HORNOR, TOWNSEND & KENT, LLC
Office #1: 15851 N Dallas Parkway Suite 100, Addison, TX 75001RIA
BD
CRD#: 4031
Addison, TX
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
Alabama(11/6/2020)
RR
Arizona(1/6/2023)
RR
California(9/23/2020)
RR
Colorado(10/16/2023)
RR
Delaware(9/16/2025)
RR
District of Columbia(9/23/2020)
RR
Florida(12/3/2024)
IAR
Florida(12/4/2024)
RR
Georgia(3/7/2007)
RR
Illinois(5/19/2025)
RR
Indiana(8/9/2022)
RR
Kansas(3/6/2024)
RR
Kentucky(3/19/2020)
RR
Louisiana(4/20/2020)
RR
Maryland(9/23/2020)
RR
Massachusetts(2/2/2021)
RR
Michigan(7/13/2017)
RR
Missouri(12/16/2016)
RR
Montana(9/12/2019)
RR
New Hampshire(8/4/2022)
RR
New Jersey(8/25/2021)
RR
New York(5/29/2015)
RR
North Carolina(3/14/2024)
RR
Ohio(9/16/2020)
RR
Tennessee(9/8/2020)
RR
Texas(11/10/2004)
IAR
Texas(9/18/2008)
RR
Virginia(2/16/2021)
RR
Washington(1/27/2016)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
