Unclaimed
Bryon Townsend is a financial advisor with Cetera Investment Advisers LLC, a firm with over $100 Billion in assets under management. Bryon has been in the financial services industry since 1996. He has a diverse background, having worked with Capital Brokerage Corporation, MFS/Sun Life Financial Distributors, Inc., Jackson National Life Distributors, Inc. and more. Bryon earned his Certified Financial Planner designation and is passionate about educating individuals on financial literacy.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
TX
03/21/2024 - Present
Cetera Investment Advisers LLC (HOUSTON TX)
TX
03/25/2009 - 06/16/2011
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
VA
02/04/2005 - 03/03/2009
CAPITAL BROKERAGE CORPORATION (GLEN ALLEN VA)
MA
03/22/2004 - 11/22/2004
MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
TN
05/23/2002 - 03/03/2004
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
PA
12/31/2000 - 05/17/2002
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
07/13/1999 - 12/31/2000
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
TX
11/10/1995 - 06/07/1999
A I M DISTRIBUTORS, INC. (HOUSTON TX)
BC
Issued 9/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/1/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 9/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Bryon Townsend is the right advisor for you? Invested Better is here to help.