Deborah Macey, financial advisor Westminster CO
96 score

Deborah Macey

CRD Number: 1369064
Current Firm: Townsend

Deborah Macey (CRD# 1369064) is an Investment Advisor Representative working at Townsend in Westminster, CO and has over 30 years of experience in the finance industry. Deborah Macey 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 & Associates, Inc. Westminster, CO Sep 2009 - Current 7
Securities America, Inc. Westminster, CO Mar 2009 - Current 7
Townsend Retirement Specialists Westminster, CO Sep 2008 - Current 8
Morgan Stanley & Company Incorporated Centennial, CO Aug 2008 - Sep 2008 < 1
Wachovia Securities, LLC Boulder, CO Jan 2008 - Aug 2008 < 1
Wachovia Securities, LLC Boulder, CO Jan 2008 - Aug 2008 < 1
A.g. Edwards & Sons Inc. Boulder, CO Dec 2003 - Dec 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1986
Contact Info for Deborah A. Macey
Phone Number: 303-452-5986
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    385
    MILLIONS
  • Total Number of Accounts
    1,720
    ACCOUNTS
  • Average Account Value
    $224,062
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AR, AZ, CA, CO, FL, KS, NC, NE, NV, OK, SD, TX, UT, WA

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

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