Unclaimed
Brian Towns has been an active investment advisor representative since 2013. Brian specializes in providing investment advice to pooled investment vehicles and investment companies. Brian is currently employed by Blackrock Fund Advisors, a firm with over $10 billion in assets under management. Previously, Brian was a registered representative with Blackrock Fund Distribution Company and Barclays Global Investors Services. Brian has a broad background in the financial services industry, having worked in the field since 1997. Brian has obtained various industry licenses and certifications including Series 6, 7, 63, and 65.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
A percentage of the total value of assets under management is charged.
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2
CA
09/10/2013 - Present
Blackrock Fund Advisors (SAN FRANCISCO CA)
CA
07/28/2008 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
CA
01/28/2000 - 12/31/2008
BARCLAYS GLOBAL INVESTORS SERVICES (SAN FRANCISCO CA)
AR
06/11/1999 - 10/14/1999
STEPHENS INC. (LITTLE ROCK AR)
PA
01/08/1999 - 02/08/1999
PROVIDENT DISTRIBUTORS, INC. (KING OF PRUSSIA PA)
NY
10/01/1998 - 12/31/1998
NATIONSBANC MONTGOMERY SECURITIES LLC (NEW YORK NY)
CA
10/01/1997 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
CA
03/24/1997 - 10/01/1997
ROBERTSON, STEPHENS & COMPANY LLC (SAN FRANCISCO CA)
IA
Issued 10/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1997
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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