Adam TownsendCRD Number: 3034553
Current Firm: Msi Financial Services, Inc.
Adam Townsend (CRD# 3034553) is an Investment Advisor Representative working at Msi Financial Services, Inc. in West Palm Beach, FL and has 1 year of experience in the finance industry.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Metropolitan Life Insurance Company||West Palm Bch, FL||Mar 1998 - Current||18|
|Metlife Securities Inc.||West Palm Bch, FL||Mar 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Sep 2015|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV