James
Tarkenton
Townsend Asset Management Corp
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About this Advisor
James Tarkenton is a chartered financial analyst operating in Raleigh, North Carolina with 5 years of relevant experience. Tarkenton is currently employed by Townsend Asset Management Corp. During their career, the advisor has held roles at Townsend Asset Management and Lateef Investment Management. Tarkenton is registered to work in North Carolina. Townsend Asset Management Corp is a registered investment company that has its headquarters in Raleigh, NC. It oversees $346 million in assets under management between its 1,043 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm provides financial advice to 10 charitable organizations. Of its 1,043 accounts, 28% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. Townsend Asset Management Corp offers a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees for financial management depend on which service is offered. Fee types billed by Townsend Asset Management Corp most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsend Asset Management Corp Brokerage Details
$346,302,064
10
1,043
$332,025
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
James Tarkenton Work History
James has been registered as a financial advisor for 5 years.*
Townsend Asset Management
Lateef Investment Management
*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 James Tarkenton 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 Asset Management Corp
Raleigh, NC
Raleigh, NC
Raleigh, NC
Raleigh, NC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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