Best Investors Account Sign in
Inactive

Robyn Lynn Clarke

Towneley Capital Management, Inc.

Laguna Hills, CA

CRD 4777111

Claim This Profile
Employer firm

Towneley Capital Management, Inc. CRD 169863

$1.09B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • BUSINESS CONSULTING

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

Current Employers
Towneley Capital Management, Inc.

23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2013-12-19
TX RA APPROVED 2013-12-19
  • CA RA
    APPROVED
    Since 2013-12-19
  • TX RA
    APPROVED
    Since 2013-12-19

Branch Locations

23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Towneley Capital Management, Inc. Laguna Hills CA 01/2001 Present
Previous Registrations
  • 2004-04-22 → 2014-01-31
    Towneley Capital Management, Inc.
    Laguna Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-21
  • S65 Uniform Investment Adviser Law Examination
    2004-04-21
Designations
  • Certified Financial Planner
Other Names
  • Robyn Lynn Bahlinger
  • Robyn L. Mosman Bahlinger
  • Robyn Lynn Mosman Bahlinger
  • Robyn Lynn Mosman
  • Robyn L. Bahlinger
  • Robyn L. Mosman

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Laguna Hills, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor