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Michael Preston Townley

Lake Street Capital Markets, LLC

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About Michael Preston Townley

Michael Preston Townley is a financial professional with over 18 years of experience in the industry. Michael is currently registered with Lake Street Capital Markets, LLC. Prior to this, Michael was registered with CRAIG-HALLUM CAPITAL GROUP LLC and CHERRY TREE SECURITIES, LLC. Michael holds the Series 7, 24, 63 and 79TO licenses. Michael is registered in California, Minnesota, Texas and Virginia.

Firm Information

Michael Townley is currently registered with Lake Street Capital Markets, LLC. Lake Street Capital Markets, LLC is a Limited Liability Company formed in May 2012. The firm is registered with the Securities and Exchange Commission and is also registered in 30 states.

Not reported

Assets Under Management

Not reported

Total Clients

26

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Michael Townley’s Registration & Firm History

CA

11/30/2012 - Present

Lake Street Capital Markets, LLC (LOS ANGELES CA)

MN

06/26/2007 - 05/07/2012

CRAIG-HALLUM CAPITAL GROUP LLC (MINNEAPOLIS MN)

MN

04/15/2004 - 06/06/2007

CHERRY TREE SECURITIES, LLC (MINNETONKA MN)

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Licenses & Designations

BC

Issued 04/20/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/27/2012

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/13/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Michael Preston Townley.
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