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Bryan Townley

13 Years of Experience
Richardson, TX
1 DisclosureBroker

Bryan Townley is a registered investment advisor at Ameriprise Financial Services, LLC, based in Richardson, TX, with 13 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

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

2007 N Collins Blvd, Ste 401, Richardson, TX, 75080

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
September 2018
Final
Other Business Activities

Bryan is involved with Lucas Christian Academy. This non-investment related activity takes about 10-20% of his time.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
May 2024 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLC
May 2024 - Present · 2 yrs 6 mos
Ameriprise Financial Services, LLCBroker
May 2024 - Present · 2 yrs 6 mos
Previous Registrations
Edward Jones
April 2013 - May 2024 · 11 yrs 1 mo
Edward JonesBroker
March 2013 - May 2024 · 11 yrs 2 mos
State Registrations21 states
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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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