linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Richard Decatur Townsend

BFC Planning, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Richard? Claim Your Profile

About Richard Decatur Townsend

Richard Decatur Townsend is a financial advisor at BFC Planning, Inc. based in Cordova, Tennessee. Richard is a registered representative with the state of Tennessee. Richard has been working in the financial industry since April 16, 2007, and joined BFC Planning, Inc. on January 23, 2019. Richard specializes in providing financial planning, selection of other advisers, and portfolio management for individuals. Richard is also a registered representative with Securities Management & Research, Inc. and NYLIFE Securities LLC.

Firm Information

Richard Townsend is currently registered with BFC Planning, Inc.. BFC Planning, Inc. is an investment advisory firm headquartered in Cedar Rapids, Iowa. The firm has over 200 investment advisor representatives and manages over $1.8 billion in assets. They provide financial planning, portfolio management for individuals, and selection of other advisors. BFC Planning serves a variety of clients, including individuals, corporations, pension plans, and charitable organizations.
BFC Planning, Inc.

4201 42ND STREET NE

CEDAR RAPIDS, IA 52402

$1.84B

Assets Under Management

Not reported

Total Clients

121

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Solicitor fee

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Richard Townsend’s Registration & Firm History

TN

01/23/2019 - Present

BFC Planning, Inc. (Cordova TN)

TN

07/31/2007 - 01/04/2016

SECURITIES MANAGEMENT & RESEARCH, INC. (CORDOVA TN)

TN

12/15/2006 - 03/30/2007

NYLIFE SECURITIES LLC (MEMPHIS TN)

Not sure if Richard Decatur Townsend is right for you?

Licenses & Designations

IA

Issued 01/17/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/20/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/14/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Richard Decatur Townsend.
Not sure if Richard Decatur Townsend is right for you?