Unclaimed
Bryon Townsend is a financial advisor at Cetera Investment Advisers LLC, and has been in the industry since 1996. Bryon Townsend is a Certified Financial Planner and has a wide range of experience serving individuals, families, and businesses. Bryon Townsend specializes in financial planning, portfolio management, and retirement planning. Bryon Townsend has previously worked with NEXT FINANCIAL GROUP, INC., CAPITAL BROKERAGE CORPORATION, MFS/SUN LIFE FINANCIAL DISTRIBUTORS, INC., JACKSON NATIONAL LIFE DISTRIBUTORS, INC., LINCOLN FINANCIAL DISTRIBUTORS, INC., DELAWARE DISTRIBUTORS, L.P. and A I M DISTRIBUTORS, INC.. Bryon Townsend is licensed to offer securities and investment advisory services in Iowa, New Mexico, Tennessee and Texas.
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 09/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/26/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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