Unclaimed Profile

Blaine Carroll Townsend

BAILARD, INC.·FOSTER CITY, California

Series 6, Series 63, Series 65Clean record22 years registeredBAILARD, INC.

950 TOWER LN, FOSTER CITY, CA 94404-2131CRD# 4232753Firm CRD# 110550

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Blaine Carroll Townsend · FOSTER CITY, CA

Registration

CRD #4232753 · BAILARD, INC. · 22 years registered

Brand Profile

Not yet started

Career History

BAILARD, INC.

Sep 2016 – present

NELSON CAPITAL MANAGEMENT

Nov 2009 – Dec 2016

CORTE MADERA, CA

TRILLIUM ASSET MANAGEMENT

Apr 2004 – May 2015

SAN FRANCISCO, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Series 65

Registration record

First registered · April 9, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BAILARD, INC.

CRD 110550 · SEC 801-8562

AUM

$6.1B

Regulatory assets under management

Employees

2,451 client accounts

Services offered by BAILARD, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BAILARD, INC. →

Introduction

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Frequently Asked Questions

What services does Blaine Carroll Townsend offer?

Blaine Carroll Townsend specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FOSTER CITY, California for a consultation.

What are Blaine Carroll Townsend's credentials?

Blaine Carroll Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Blaine Carroll Townsend located?

Blaine Carroll Townsend is based in FOSTER CITY, California, working with BAILARD, INC.. Their office serves clients in the FOSTER CITY metropolitan area and surrounding communities.

How does Blaine Carroll Townsend charge for services?

Blaine Carroll Townsend's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BAILARD, INC.?

BAILARD, INC. has approximately 75 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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