Bryon E. Townsend
CETERA INVESTMENT ADVISERS LLC
HOUSTON, TX 77018
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CRD#: 2656721
Professional summary
Bryon Eugene Townsend, CFP®, who also goes by Byron Eugene Townsend, is a registered financial advisor currently at CETERA INVESTMENT ADVISERS LLC located in Houston, Texas and CETERA ADVISORS LLC located in Houston, Texas.
Bryon is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Bryon has worked at 9 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Byron Eugene Townsend
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. INSURANCE, W. R. ANDERSON & CO.,LLC, DBA, 2190 N. LOOP W., SUITE 103, HOUSTON, TX 77018; 2. LONESTAR MEDICAL SOLUTIONS, SAME AS OFFICE ADDRESS, START 05/17/2012, MEDICARE SUPPLEMENT AND ADVANTAGE SALES, OWNER, 5HR/WK, COMMISSIONS FROM PROVIDER; 3. FOUNDATION FOR FINANCIAL WELLNESS, NOT INVESTMENT RELATED, SAME AS REGISTERED LOCATION, EDUCATION ON FINANCIAL WELLNESS, START SEPT 1, 2013, 3 HRS PER WEEK, NOT DURING TRADING HOURS, INSTRUCTOR - TEACH CLASSES; 4. NAME OF OTHER BUSINESS: WR ANDERSON & CO, INVESTMENT RELATED: NO; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: OFFICE SUBLET; START DATE: 05/2025; POSITION/TITLE/RELATIONSHIP: OWNER; APX NUMBER OF HOURS PER WEEK: LESS THAN 1; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1; BRIEF DESCRIPTION OF DUTIES: LANDLORD - PROVIDE OFFICE SPACE; 5. NAME OF OTHER BUSINESS: BYRON TOWNSEND, CFP; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: AUTHOR-FINANCIAL LITERACY; START DATE: 05/2023; POSITION/TITLE/RELATIONSHIP: AUTHOR; APX NUMBER OF HOURS PER WEEK: 2; APX NUMBER OF HOURS DURING TRADING HOURS: 2; BRIEF DESCRIPTION OF DUTIES: AUTHOR OF FINANCIAL LITERACY AND EDUCATIONAL BOOKS;
CRS (Client Relationship Summary) - RIA
Click below to view Bryon Eugene Townsend's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2002
Experience
Current
March 21, 2024 - Present
CETERA INVESTMENT ADVISERS LLC
Office #1: 2190 North Loop W Ste 103, Houston, TX 77018RIA
CRD#: 105644
HOUSTON, TX
Current
June 13, 2011 - Present
CETERA ADVISORS LLC
Office #1: 2190 North Loop W Ste 103, Houston, TX 77018BD
CRD#: 10299
Houston, TX
Past
June 13, 2011 - March 21, 2024
CETERA ADVISORS LLC
RIA
CRD#: 10299
HOUSTON, TX
Past
May 6, 2009 - June 16, 2011
NEXT FINANCIAL GROUP, INC.
RIA
CRD#: 46214
HOUSTON, TX
Past
March 25, 2009 - June 16, 2011
NEXT FINANCIAL GROUP, INC.
BD
CRD#: 46214
HOUSTON, TX
Past
February 4, 2005 - March 3, 2009
CAPITAL BROKERAGE CORPORATION
BD
CRD#: 10465
GLEN ALLEN, VA
Past
March 22, 2004 - November 22, 2004
SUN LIFE FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 5496
WELLESLEY HILLS, MA
Past
May 23, 2002 - March 3, 2004
JACKSON NATIONAL LIFE DISTRIBUTORS LLC
BD
CRD#: 40178
FRANKLIN, TN
Past
December 31, 2000 - May 17, 2002
LINCOLN FINANCIAL DISTRIBUTORS, INC.
BD
CRD#: 145
RADNOR, PA
Past
July 13, 1999 - December 31, 2000
DELAWARE DISTRIBUTORS, L.P.
BD
CRD#: 14232
PHILADELPHIA, PA
Past
November 10, 1995 - June 7, 1999
INVESCO DISTRIBUTORS, INC.
BD
CRD#: 7369
HOUSTON, TX
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(9/10/2025)
RR
Georgia(8/21/2025)
RR
Iowa(4/10/2013)
RR
New Mexico(1/24/2022)
RR
Tennessee(5/28/2024)
RR
Texas(6/13/2011)
IAR
Texas(3/21/2024)
RR
Washington(11/12/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CI
CETERA INVESTMENT ADVISERS LLC
CETERA ADVISOR NETWORKS | TERRA FINANCIAL PLANNING GROUP LTD | GENWORTH FINANCIAL ADVISERS CORPORATION | FIRST ALLIED ADVISORY SERVICES | CETERA INVESTMENT ADVISERS LLC | CETERA ADVISORS
CRD#: 105644 / SEC#: 801-20406
RIA
Registered Investment Advisory firm - (1/13/1984 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096
Mailing Address
Phone number
(310) 257-7880
Established
Firm type
Fiscal year end
# of Employees
7,705
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 584,487 |
| AUM (Assets Under Management) | $ 163,792,814,520 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/13/2024 | ||
| 09/26/2023 | ||
| 11/18/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CETERA INVESTMENT ADVISERS LLC
CRD#: 105644Houston, TX 77018TRUST BUT VERIFY
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