Joseph
Towson
Mtm Investment Management, LLC
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About this Advisor
Joseph Towson is a financial advisor operating out of Spartanburg, South Carolina with a total of 3 years of industry experience. Towson is currently employed by Mtm Investment Management, LLC. During their career, Towson has held roles at Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Foster, Towson And Company, Inc, Agriculture/Farming, Author, Digital Fast, LLC and Mtm Investment Management, LLC. Towson has a Series 63 license, certifying them as a securities agent, and can work in South Carolina. Mtm Investment Management, LLC is a business that has its headquarters in Spartanburg, SC. It has $451 million in assets across its 957 accounts, placing it among the larger firms in the nation by assets under management. Of its 957 client accounts, 46% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. Mtm Investment Management, LLC performs a set of services, such as portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules vary depending on the type of financial services provided. Fee types charged by Mtm Investment Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mtm Investment Management, LLC Brokerage Details
$451,255,466
8
957
$471,531
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Joseph Towson Work History
Joseph has been registered as a financial advisor for 3 years.*
Mtm Investment Management, LLC
Digital Fast, LLC
Author
Agriculture/Farming
Foster, Towson And Company, Inc
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, 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 Joseph Towson 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 Mtm Investment Management, LLC
Spartanburg, SC
Spartanburg, SC
Spartanburg, SC
Spartanburg, SC
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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