Steve Lee Townsend
Investment adviser representative at Charles Schwab & Co., Inc.
25 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
25 years in the industry.
- Charles Schwab & Co., Inc.Feb 2025 to now
- Edward JonesMar 2024 to Feb 2025
- Fifth Third SecuritiesOct 2023 to Feb 2024
- Edward JonesAug 2017 to Oct 2023
- Fifth Third Securities, Inc.May 2001 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (MI).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 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
- 3194048
- Firm CRD
- 5393