BT
CFP
BT
CFP

Bryon Townsend

29 Years of Experience
Houston, TX
BrokerSells Insurance

Bryon Townsend is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 29 years of industry experience. Bryon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

2190 North Loop W Ste 103, Houston, TX, 77018

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bryon is involved in several outside business activities, including insurance sales (Medicare supplements and advantage plans) through Lonestar Medical Solutions, financial wellness education, office subletting, and authoring financial literacy books. His insurance sales take a few hours per week.

Employment History
Current Registrations
Cetera Investment Advisers LLC
March 2024 - Present · 2 yrs 4 mos
Cetera Advisors LLCBroker
June 2011 - Present · 15 yrs 1 mo
Previous Registrations
Cetera Advisors LLC
June 2011 - March 2024 · 12 yrs 9 mos
Next Financial Group, INC.
May 2009 - June 2011 · 2 yrs 1 mo
Next Financial Group, INC.Broker
March 2009 - June 2011 · 2 yrs 3 mos
Capital Brokerage CorporationBroker
February 2005 - March 2009 · 4 yrs 1 mo
Mfs/sun Life Financial Distributors, INC.Broker
March 2004 - November 2004 · 8 mos
Jackson National Life Distributors, INC.Broker
May 2002 - March 2004 · 1 yr 10 mos
Lincoln Financial Distributors, INC.Broker
December 2000 - May 2002 · 1 yr 5 mos
Delaware Distributors, L.P.Broker
July 1999 - December 2000 · 1 yr 5 mos
A I M Distributors, INC.Broker
November 1995 - June 1999 · 3 yrs 7 mos
State Registrations7 states
FLGAIANMTNTXWA
AdvisorBrokerBoth

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
No exam information available for this advisor.