David Alan Townsend

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → Present
  Raymond James Financial Services, Inc.
  Tampa, FL
• 11/2015 → Present
  Raymond James Financial Services Advisors Inc.
  Tampa, FL
• 08/2015 → Present
  Investpro Wealth Strategies, Llc
  Tampa, FL

Previous Registrations

• 2003-06-04 → 2015-08-18
  Equitable Advisors, Llc
  Tampa, FL
  Tampa, FL
  Tampa, FL

Other Businesses

(1)Name of Business: Investpro Wealth Strategies, LLC Address: 5383 Primrose Lake Cir Ste B, Tampa, FL, 33647, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/17/2015 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advisor (2)Name of Business: Townsend Address: 7116 S Trask St, Tampa, FL, 33616, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 05/07/2018 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am the trustee for my father and step-mother's life insurance trust

Exams

• S66 Uniform Combined State Law Examination
  2003-05-29

Designations

• Certified Financial Planner