Connor TownsendCRD Number: 6953504
Current Firm: Eagle Strategies LLC
Connor Townsend (CRD# 6953504) is an Investment Advisor Representative working at Eagle Strategies LLC in Andover, MA and has over 4 years of experience in the finance industry.
Prosperity Wealth Management, Inc.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
|Eagle Strategies LLC||Boston, MA||Dec 2019 - Current||3|
|Nylife Securities LLC||Waltham, MA||Aug 2018 - Current||4|
|New York Life Insurance Company||Waltham, MA||Jul 2018 - Current||4|
|Phil Tait 1 On 1||Woburn, MA||May 2014 - Current||8|
|Westfield State University||Westfield, MA||Jun 2014 - May 2018||3|
|The Townsend Group||Wilmington, MA||May 2012 - May 2018||6|
|Wilmington High School||Wilmington, MA||Jun 2010 - May 2014||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2018|
|S65||NASAA Investment Advisors Law Examination||Nov 2019|
Total Assets Under Management18,110MILLIONS
Total Number of Accounts84,457ACCOUNTS
Average Account Value$214,423
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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