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Paula Durrant

Towneley Capital Management, Inc.

Laguna Hills, CA

CRD 7828551

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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 2023-11-01
TX RA APPROVED 2023-11-01
  • CA RA
    APPROVED
    Since 2023-11-01
  • TX RA
    APPROVED
    Since 2023-11-01

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 10/2023 Present
Austin Capital Trust Company Henderson NV 05/2018 10/2023
Durrant's Accounting Services Perth 04/2005 02/2018
  • 10/2023 → Present
    Laguna Hills, CA
  • 05/2018 → 10/2023
    Austin Capital Trust Company
    Henderson, NV
  • 04/2005 → 02/2018
    Durrant's Accounting Services
    Perth
Designations
  • Certified Financial Planner
Other Names
  • Paula Kerslake

View on SEC IAPD

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