Paula Durrant

TOWNELEY CAPITAL MANAGEMENT

Laguna Hills, CA 92653

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CRD#: 7828551

Professional summary

Paula Durrant, who also goes by Paula Kerslake, is a registered financial advisor currently at TOWNELEY CAPITAL MANAGEMENT, INC. located in Laguna Hills, California.

Paula is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Paula has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Paula Kerslake

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Durrant's CRS (Customer Relationship Summary).

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®

None

Experience

Current

November 1, 2023 - Present

TOWNELEY CAPITAL MANAGEMENT, INC.

Office #1: 23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653

RIA

CRD#: 169863

Laguna Hills, CA

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".

TOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC. | TOWNELEY INVESTMENT MANAGEMENT, INC.

CRD#: 169863 / SEC#: 801-78957

RIA

Registered Investment Advisory firm - (12/19/2013 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.

Highlighted states indicate IAR registrations

IAR

California
(11/1/2023)

IAR

Texas
(11/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

TOWNELEY CAPITAL MANAGEMENT, INC.

TOWNELEY CAPITAL MANAGEMENT, INC. | TOWNELEY INVESTMENT MANAGEMENT, INC.

CRD#: 169863 / SEC#: 801-78957

RIA

Registered Investment Advisory firm - (12/19/2013 Approved)

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Contact information

Main Address

23197 La Cadena Drive Suite 103, Laguna Hills, CA 92653

Mailing Address

Phone number

(949) 837-3580

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

TOWNELEY CAPITAL MANAGEMENT, INC. DISCLOSURE BROCHURE (4/28/2025)

Regulatory assets under management

Total Number of Accounts	423
AUM (Assets Under Management)	$ 1,024,211,665

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.

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Paula Durrant

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paula Durrant's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOWNELEY CAPITAL MANAGEMENT, INC.

Primary Firm SEC Registration

TOWNELEY CAPITAL MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Current Firm

TOWNELEY CAPITAL MANAGEMENT, INC.

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TOWNELEY CAPITAL MANAGEMENT, INC.

TRUST BUT VERIFY

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