AT
CFP
AT
CFP

Alfred Eugene Townsend

9 Years of Experience
Sells Insurance
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
232 advisors
Number of Clients
11,852 clients
Average Client Portfolio
$727K average
Assets Under Management
$8.6B

Fee Structure

Minimum Investment:$25K
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Location

6600 Peachtree Dunwoody Rd., Embassy Row 600, Suite 575, Atlanta, GA, 30328

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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

Alfred is an independent insurance agent since 2019, selling life insurance, annuities, and long-term care insurance, dedicating about a quarter of his time to this. He is also a partner in Townsend Financial LLC and a landlord, spending minimal time on these activities.

Employment History
Current Registrations
Advisory Services Network
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Regal Investment Advisors LLC
October 2019 - June 2021 · 1 yr 8 mos
Cs Advisors INC.
January 2016 - September 2019 · 3 yrs 8 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.