David Joseph Francis
Investment adviser representative at Townsend
16 yearsExperience
1 stateRegistered in
$1.5BFirm assets
20 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.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
16 years in the industry.
- Private Client ServicesJul 2025 to now
- TownsendMay 2022 to now
- Townsend & Associates, Inc.Apr 2022 to now
- Osaic Wealth, Inc.Jun 2024 to Jul 2025
- Securities America, Inc.May 2022 to Jun 2024
- UnemployedMar 2022 to Apr 2022
- The Leaders Group, Inc.Jan 2010 to Mar 2022
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CO).
Townsend
Legal name: Townsend & Associates, Inc.
$1.5BAssets managed
1,514Clients
18Advisers
20 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
- 5757149
- Firm CRD
- 113681