Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Townsend? Claim Your ProfileTownsend Williams is a registered investment advisor representative with Tiaa-Cref Individual & Institutional Services, LLC. Williams has been in the industry since July 2016 and is licensed in 53 states, plus the District of Columbia. Williams is also registered with the Financial Industry Regulatory Authority (FINRA) as a registered representative. Williams specializes in providing financial planning and portfolio management services to individuals and businesses. Williams' prior experience includes positions with VMI Physical Plant, Workman Oil Company, and Virginia Military Institute.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
06/21/2024 - Present
Tiaa-Cref Individual & Institutional Services, LLC (CHARLOTTE NC)
BOTH
Issued 07/21/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Townsend Williams is the right advisor for you? Invested Better is here to help.
