Christopher Townsend, financial advisor Duluth GA
93 score

Christopher Townsend

CRD Number: 4579047
Current Firm: H.d. Vest Advisory Services, Inc.

Christopher Townsend (CRD# 4579047) is an Investment Advisor Representative working at H.d. Vest Advisory Services, Inc. in Duluth, GA and has over 13 years of experience in the finance industry.

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Company Name Location Dates Years
H.d. Vest Advisory Services Cumming, GA Aug 2009 - Current 7
H.d. Vest Investment Services Duluth, GA Jan 2009 - Current 7
Mcmullan & Company, Cpa's Inc. Duluth, GA Jul 2007 - Current 9
Lehman Brothers Inc. Atlanta, GA Jul 2002 - Jul 2007 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2003
S65 NASAA Investment Advisors Law Examination Jul 2009
Contact Info for Christopher S. Townsend
Phone Number: 972-870-6000
Firm Website: https://www.hdvest.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    9,187
    MILLIONS
  • Total Number of Accounts
    50,531
    ACCOUNTS
  • Average Account Value
    $181,805
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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