James
Tarkenton
Townsend Asset Management Corp
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About this Advisor
James Tarkenton is a financial advisor based in Raleigh, North Carolina, working with Townsend Asset Management Corp. James has previously held positions at Townsend Asset Management and Lateef Investment Management. James is registered to provide services in North Carolina. Currently, James is part of Townsend Asset Management Corp, which operates out of Raleigh, North Carolina. The firm has 8 employees and manages assets totaling $401.4 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and educational seminars. The fee structure at Townsend Asset Management Corp includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Townsend Asset Management Corp Brokerage Details
$401,407,968
8
1,137
$353,041
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
James Tarkenton Work History
Townsend Asset Management
Lateef Investment Management
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
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