Burnett Townsend, Jr, financial advisor Columbus GA

Burnett Townsend, Jr

CRD Number: 4651077
Current Firm: Townsend Wealth Management

Burnett Townsend, Jr (CRD# 4651077) is an Investment Advisor Representative working at Townsend Wealth Management in Columbus, GA and has over 22 years of experience in the finance industry. Burnett Townsend, Jr has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Townsend Personal Financial Planning, LLC Columbus, GA Aug 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2001
Contact Info for Burnett K. Townsend, Jr
Phone Number: 706-221-8200
Registered State(s):
  • AL
  • GA
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    425
    ACCOUNTS
  • Average Account Value
    $358,734
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AL, GA, LA, TX

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