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CFP
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CFP

David Townsend

Raymond James Financial Services Advisors, INC
24 Years of Experience
Tampa, FL
BrokerSells Insurance
View SEC Summary
View SEC Summary

David Townsend is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Tampa, FL, with 24 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5383 Primrose Lake Circle, Tampa, FL, 33647

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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

David is a financial advisor and owner of Investpro Wealth Strategies, LLC, but spends minimal time on it. He also serves as a trustee for his parents' life insurance trust, dedicating minimal time to this role as well.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
November 2015 - Present · 10 yrs 11 mos
Raymond James Financial Services, INC.Broker
August 2015 - Present · 11 yrs 2 mos
Previous Registrations
AXA Advisors, LLC
June 2003 - August 2015 · 12 yrs 2 mos
AXA Advisors, LLCBroker
February 2003 - August 2015 · 12 yrs 6 mos
Signator Investors, INC.Broker
October 2001 - February 2003 · 1 yr 4 mos
State Registrations15 states
CACOFLGAHIMDNCNDNJNVNYOKPATXVA
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.
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