Michael Townsend, financial advisor Portland OR

Michael Townsend

CRD Number: 2720157
Current Firm: Mp Townsend Financial
Compensation Model: Both

Michael Townsend (CRD# 2720157) is the President and Chief Complaince Officer for MP Townsend Financial in Portland, OR and has over 20 years of experience in the finance industry.

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Company Name Location Dates Years
Northwest Tax Advisors LLC Portland, OR Jun 2013 - Current 10
Mp Townsend Inc. Portland, OR Aug 2012 - Current 11
Townsend Group Realty Potland, OR Jan 2010 - Current 14
Michael Townsend, Sole Proprietor Portland, OR Sep 2009 - Current 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1996
S65 NASAA Investment Advisors Law Examination Aug 2009
Contact Info for Michael P. Townsend
By the Numbers
  • Total Assets Under Management
    4
    MILLIONS
  • Total Number of Accounts
    46
    ACCOUNTS
  • Average Account Value
    $78,261
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, OR

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