Theresa
Thomas
Townsend
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About this Advisor
Theresa Thomas is a financial advisor based in Denver, Colorado who has 16 years of industry experience. Thomas is an employee of Townsend. Throughout their career, they have worked at Securities America, Inc and Townsend Retirement Specialists. Thomas holds Series 63 and Series 66 licenses, qualifying them as a securities agent, and is approved to work in Colorado and Texas. Townsend is a business that has its headquarters in Denver, CO. The investment advisory business has a total of 29 financial advisors. It controls $991 million in total assets across its 3,357 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 3,357 accounts, 34% are associated with high-net-worth clients who have greater than $1 million in assets. Townsend performs a number of services, including financial planning services, portfolio management for individuals and small businesses, publication of newsletters and educational seminars. Financial advisory fee schedules largely are based on which service is provided. Fees charged by Townsend can be comprised of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsend Brokerage Details
$991,009,796
29
3,357
$295,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Theresa Thomas Work History
Theresa has been registered as a financial advisor for 16 years.*
Townsend Retirement Specialists
Securities America, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Theresa Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Townsend
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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