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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 operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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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
Ameriprise Financial Services, LLC
May 2024 - Present · 2 yrs
Ameriprise Financial Services, LLCBroker
May 2024 - Present · 2 yrs
Previous Registrations
Edward Jones
April 2013 - May 2024 · 11 yrs 1 mo
Edward JonesBroker
March 2013 - May 2024 · 11 yrs 2 mos
State Registrations20 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.