Mark Allen Townsend
Investment adviser representative at Money Concepts Advisory Service
34 yearsExperience
2 statesRegistered in
ChFC®Designation
$4.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
34 years in the industry.
- Money Concepts Capital Corp.Nov 2025 to now
- Innovative Advantage, Inc.Jan 2020 to now
- Loving Care Residential Living, Inc.Jan 2014 to now
- Townsend Properties, Inc.Jun 2010 to now
- Innovative Advisors, Inc.May 2010 to now
- Caring Heart Residential Living, Inc.Dec 2004 to now
- Western International Securities, Inc.Jan 2021 to Dec 2023
- Crown Capital Securities, L.P.Apr 2017 to Dec 2020
- Scf Marketing, Inc.Mar 1992 to Mar 2021
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1986
State registrations
Registered as an investment adviser representative in 2 states (CA, NV).
Money Concepts Advisory Service
Legal name: Money Concepts Capital Corp
$4.1BAssets managed
17,032Clients
386Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1453290
- Firm CRD
- 12963