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Jr Burnett Townsend

TOWNSEND PERSONAL FINANCIAL PLANNING, LLC·COLUMBUS, Georgia
Series 65Clean record22 years registeredTOWNSEND PERSONAL FINANCIAL PLANNING, LLC
6867 MOUNTAINBROOK DR., COLUMBUS, GA 31904CRD# 4651077Firm CRD# 126241

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jr Burnett Townsend · COLUMBUS, GA
Registration
CRD #4651077 · TOWNSEND PERSONAL FINANCIAL PLANNING, LLC · 22 years registered
Brand Profile
Not yet started
01

Career History

TOWNSEND WEALTH MANAGEMENT
Jan 2004 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 1, 2004
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
CRD 126241 · SEC 801-120269
AUM
$152M
Regulatory assets under management
Employees
3
425 client accounts
Services offered by TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TOWNSEND PERSONAL FINANCIAL PLANNING, LLC →
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05

Frequently Asked Questions

What services does Jr Burnett Townsend offer?
Jr Burnett Townsend specializes in Financial Planning, Investment Management. Contact their office in COLUMBUS, Georgia for a consultation.
What are Jr Burnett Townsend's credentials?
Jr Burnett Townsend is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jr Burnett Townsend located?
Jr Burnett Townsend is based in COLUMBUS, Georgia, working with TOWNSEND PERSONAL FINANCIAL PLANNING, LLC. Their office serves clients in the COLUMBUS metropolitan area and surrounding communities.
How does Jr Burnett Townsend charge for services?
Jr Burnett Townsend's firm is compensated through percentage of aum, other: financial planning for fixed fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND PERSONAL FINANCIAL PLANNING, LLC?
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC has approximately 3 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND PERSONAL FINANCIAL PLANNING, LLC

Tyler Ashley Townsend
COLUMBUS, GA

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