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Gerald Alan Townsend

TOWNSEND ASSET MANAGEMENT CORP.·RALEIGH, North Carolina
Series 4, Series 7, Series 24, Series 27, Series 53, Series 55, Series 63CFPClean recordTOWNSEND ASSET MANAGEMENT CORP.
3110 EDWARDS MILL ROAD, RALEIGH, NC 27612CRD# 1066014Firm CRD# 108216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Alan Townsend · RALEIGH, NC
Registration
CRD #1066014 · TOWNSEND ASSET MANAGEMENT CORP.
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 4
Series 7
Series 24
Series 27
Series 53
Series 55
Series 63
Registration record
Professional designation · CFP
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
TOWNSEND ASSET MANAGEMENT CORP.
CRD 108216 · SEC 801-18013
AUM
$401M
Regulatory assets under management
Employees
8
1,137 client accounts
Services offered by TOWNSEND ASSET MANAGEMENT CORP.
Per Form ADV
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at TOWNSEND ASSET MANAGEMENT CORP. →
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Frequently Asked Questions

What services does Gerald Alan Townsend offer?
Gerald Alan Townsend specializes in Financial Planning, Investment Management. Contact their office in RALEIGH, North Carolina for a consultation.
What are Gerald Alan Townsend's credentials?
Gerald Alan Townsend holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Gerald Alan Townsend located?
Gerald Alan Townsend is based in RALEIGH, North Carolina, working with TOWNSEND ASSET MANAGEMENT CORP.. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Gerald Alan Townsend charge for services?
Gerald Alan Townsend's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TOWNSEND ASSET MANAGEMENT CORP.?
TOWNSEND ASSET MANAGEMENT CORP. has approximately 8 employees and manages $401M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TOWNSEND ASSET MANAGEMENT CORP.

James Patrick Kniffen
RALEIGH, NC
Arne W Morris
RALEIGH, NC
Caleb Robert Griffith
RALEIGH, NC
James Michael Tarkenton
RALEIGH, NC

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Research
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