Mary Townsend
Mary Townsend is a registered investment advisor at UBS Financial Services INC., based in Indianapolis, IN, with 35 years of industry experience. Mary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
8888 Keystone Crossing, 10th Floor, Indianapolis, IN, 46240
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
Mary owns rental real estate property since 2014 and receives compensation as a landlord. She has 100% ownership in the property.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Natcity Investments, INC.Broker
Raffensperger, Hughes & CO., INC.Broker
Banc One Securities CorporationBroker
Smith Barney Shearson INC.Broker
Lehman Brothers INC.Broker
State Registrations32 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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