WH
William B. Huff
HORNOR, TOWNSEND & KENT
ST GEORGE, UT
Some features on this profile are disabled
CRD#: 5875405
WH
Professional summary
William Bryce Huff, who also goes by William Huff, Bryce Huff, is a registered financial advisor currently at HORNOR, TOWNSEND & KENT, LLC located in St George, Utah.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. William has worked at 2 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
William Huff | Bryce Huff
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: CAMBRIDGE FINANCIAL | POSITION HELD: AGENT | ADDRESS: 6440S. WASATCH BLVD, STE 150, SALT LAKE CITY, UT 84121 | START DATE: 3/5/2021 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 101-140 HRS | APPROX TRADING HRS PER MTH: 101-140 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. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 2) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: ARKON FINANCIAL & INSURANCE SOLUTIONS | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 2617 E 3330 S, ST GEORGE, UT 84790 | START DATE: 1/1/2009 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: 26-40 HRS | APPROX TRADING HRS PER MTH: 26-40 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. ADVISORS PROVIDE CLIENTS FINANCIAL PLANNING SERVICES AND OTHER INVESTMENT ADVISORY SERVICES AND INVESTMENT PRODUCTS THROUGH HORNOR, TOWNSEND & KENT, LLC, A REGISTERED INVESTMENT ADVISOR AND FINRA MEMBER FIRM. 3) WEST COAST PROPERTY DEVELOPMENT LLC | INVESTMENT RELATED: NO | DBA NAME: WEST COAST PROPERTY DEVELOPMENT LLC | POSITION HELD: PARTNER | ADDRESS: 2617 E. 3330 S, ST. GEORGE UT 84790 | START DATE: 5/11/2018 | NATURE OF ACTIVITY: REAL ESTATE SALES | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: DEVELOP LAND IN PREPARATION TO BUILDING SINGEL FAMILY HOMES; OBTAINING PERMITS; KEEPING LLC IN GOOD STANDING WITH STATE. 4) ACADEMY OF BEAUTY LLC | INVESTMENT RELATED: NO | DBA NAME: ACADEMY OF BEAUTY LLC | POSITION HELD: PARTNER | ADDRESS: 2617 E. 3330 S, ST. GEORGE UT 84790 | START DATE: 2/5/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PARTNER WITH SPOUSE IN TEACHING AND CERTIFYING STUDENTS IN PEMANENT COSMETICS 5) REIGN INVESTMENTS, LLC | INVESTMENT RELATED: YES | DBA NAME: REIGN INVESTMENTS, LLC | POSITION HELD: PROPRIETOR/OWNER | ADDRESS: 2617 E. 3330 S, ST. GEORGE UT 84790 | START DATE: 10/24/2019 | NATURE OF ACTIVITY: OTHER - HOLDING ACCOUNT | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 |DESCRIPTION OF DUTIES: HOLDING COMPANY ACCOUNT FOR PERSONAL FUNDS ONLY AND USED TO INVEST IN THE WEST COAST PROPERTY DEVELOPMENT, LLC & ACADEMY OF BEAUTY LLC; MAINTAIN LLC STANDING WITH STATE. 6) V&G TELECOM LLC. | INVESTMENT RELATED: NO | DBA NAME: V&G TELECOM LLC. | POSITION HELD: PARTNER | ADDRESS: 4760 W. DEWEY DR. #121 LAS VEGAS, NV 89118 | START DATE: 12/1/2021 | NATURE OF ACTIVITY: SERVICE INDUSTRY | APPROX HRS PER MTH: LESS THAN 10 | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: PART OWNER. ASSIST IN OBTAINING PURCHASE ORDERS, DEAL WITH FINANCIALS ALONG WITH BOOKKEEPERS AND CPA. ASSIST WITH OTHER DUTIES AS NEEDED.-
CRS (Client Relationship Summary) - RIA
Click below to view William Bryce Huff's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view William Bryce Huff'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 24, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
ST GEORGE, UT
Current
March 11, 2021 - Present
HORNOR, TOWNSEND & KENT, LLC
RIA
BD
CRD#: 4031
ST GEORGE, UT
Past
July 8, 2013 - February 25, 2021
MML INVESTORS SERVICES, LLC
RIA
CRD#: 10409
ST GEORGE, UT
Past
July 28, 2011 - February 25, 2021
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
ST GEORGE, UT
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
Alaska(7/11/2023)
RR
Arizona(3/31/2021)
IAR
Arizona(4/15/2021)
RR
California(3/31/2021)
IAR
California(4/1/2021)
RR
Colorado(7/22/2021)
RR
Idaho(10/17/2022)
RR
Illinois(7/22/2025)
RR
Louisiana(5/23/2025)
RR
Nevada(3/31/2021)
IAR
Nevada(4/7/2021)
RR
New Mexico(10/26/2022)
RR
North Carolina(3/31/2021)
IAR
North Carolina(4/1/2021)
RR
Ohio(8/16/2023)
RR
Tennessee(9/2/2021)
IAR
Texas(4/3/2024)
RR
Texas(4/5/2024)
RR
Utah(3/11/2021)
IAR
Utah(3/24/2021)
RR
Vermont(1/25/2024)
RR
Washington(10/11/2022)
RR
Wyoming(4/19/2021)
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
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.
