Thomas Townsend, financial advisor Grand Blanc MI
96 score

Thomas Townsend

CRD Number: 1334751
Current Firm: Ubs Financial Services Inc.

Thomas Townsend (CRD# 1334751) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Grand Blanc, MI and has over 31 years of experience in the finance industry. Thomas Townsend 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
Ubs Financial Services Inc. Flint, MI Apr 2009 - Current 7
Citigroup Global Markets Inc. Flint, MI Jul 1993 - Apr 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1985
Contact Info for Thomas G. Townsend
Phone Number: 201-352-3000
Registered State(s):
  • MI
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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