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Jr Burnett Townsend

TOWNSEND PERSONAL FINANCIAL PLANNING, LLC·COLUMBUS, Georgia
Unclaimed Profile
6867 MOUNTAINBROOK DR., COLUMBUS, GA 31904CRD# 4651077Firm CRD# 126241
01

About

Jr Burnett Townsend is a registered financial advisor based in COLUMBUS, Georgia, affiliated with TOWNSEND PERSONAL FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
TOWNSEND WEALTH MANAGEMENT
AUM
$152M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at TOWNSEND PERSONAL FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Other: FINANCIAL PLANNING FOR FIXED FEE
Regulatory
SEC/IARD CRD# 4651077
Firm CRD# 126241
No disclosures on file
View on FINRA BrokerCheck →

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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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Robert Parker Varner — SYNOVUS SECURITIES, INC.Charles Glen West — SYNOVUS SECURITIES, INC.James Thomas Jr Wall — SYNOVUS SECURITIES, INC.Michael Edward Fowler — SYNOVUS SECURITIES, INC.Guy Leonard Sexton — SYNOVUS SECURITIES, INC.
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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