Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Blaine? Claim Your ProfileBlaine Carroll Townsend is a registered Investment Advisor Representative with Bailard, Inc.. Blaine has been in the securities industry for over 20 years and is registered in California, Idaho and Washington. Blaine is a Series 63, Series 6 and Series 65 licensed holder. Blaine has worked at Bailard, Inc. since August 2016 and previously worked at Nelson Capital Management, LLC. and Forum Fund Services, LLC. Blaine specializes in providing financial planning, portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Blaine is committed to providing clients with personalized financial advice and investment strategies to help them reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
09/22/2021 - Present
Bailard, Inc. (FOSTER CITY CA)
ME
10/11/2000 - 12/19/2002
FORUM FUND SERVICES, LLC (PORTLAND ME)
IA
Issued 04/08/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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