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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Townsend is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Tampa, FL. David has been in the industry since October 22, 2001. David holds licenses in Florida, Texas and other states. He provides financial planning, portfolio management and other investment-related services to individuals, families, businesses, and institutions. He has a strong track record of success in helping clients achieve their financial goals. David earned the Certified Financial Planner designation and is committed to providing clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
04/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (TAMPA FL)
FL
02/13/2003 - 08/18/2015
AXA ADVISORS, LLC (TAMPA FL)
MA
10/22/2001 - 02/14/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 05/29/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/25/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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