Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Craig? Claim Your ProfileCraig Townsend has been a registered investment advisor since September 21, 1992. Craig has been a financial advisor for over 30 years and has a wide range of experience in the industry. Craig is currently registered with LPL Financial LLC, where he provides financial planning, consulting, and investment advisory services. He also operates Synergy Investment Management LLC as an independent registered investment advisor. He has a history of working with individuals, families, high net worth individuals, businesses, pension and profit sharing plans, charitable organizations, and insurance companies. Craig Townsend is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
12/04/2019 - Present
LPL Financial LLC (ALTAMONTE SPRINGS FL)
FL
03/31/2014 - 12/11/2019
CETERA ADVISORS LLC (MAITLAND FL)
FL
09/22/1992 - 04/08/2014
METLIFE SECURITIES INC. (ORLANDO FL)
FL
09/22/1992 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ORLANDO FL)
BC
Issued 03/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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