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Craig Townsend

20 Years of Experience
Broker

Craig Townsend is a registered investment advisor at Red Hills Capital, LLC, based in Tallahassee, FL, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 50 clients with $43M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only
Assets Under Management
$42.9M
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Location

221 Delta Court, Ste. 2, Tallahassee, FL, 32303

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Craig is an Investment Advisor Representative at Red Hills Capital, working as needed during business hours. He is also a mortgage broker through Future Financial LLC.

Employment History
Current Registrations
Red Hills Capital, LLC
December 2017 - Present · 8 yrs 4 mos
Shearson Financial Services, LLCBroker
September 2009 - Present · 16 yrs 7 mos
Previous Registrations
Morgan Keegan & Company, INC.
May 2007 - August 2008 · 1 yr 3 mos
Morgan Keegan & Company, INC.Broker
May 2007 - August 2008 · 1 yr 3 mos
Merrill Lynch Pierce Fenner & Smith INC.
July 2003 - May 2005 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2003 - May 2005 · 1 yr 11 mos
Morgan Stanley
October 2002 - June 2003 · 8 mos
Morgan Stanley Dw INC.Broker
August 2002 - June 2003 · 10 mos
State Registrations4 states
COFLGASC
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.