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William Scott Turnbull

THELG, LLC·STUART, Florida
Unclaimed Profile
759 SW FEDERAL HIGHWAY, STUART, FL 34994CRD# 2319937Firm CRD# 327350
01

About

William Scott Turnbull is a registered financial advisor based in STUART, Florida, affiliated with THELG, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
SPIREPOINT PRIVATE CLIENT, LLC
SPIREPOINT PRIVATE CLIENT, LLC
AUM
$934M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at SPIREPOINT PRIVATE CLIENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2319937
Firm CRD# 327350
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Scott Turnbull offer?
William Scott Turnbull specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STUART, Florida for a consultation.
What are William Scott Turnbull's credentials?
William Scott Turnbull is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Scott Turnbull located?
William Scott Turnbull is based in STUART, Florida, working with THELG, LLC. Their office serves clients in the STUART metropolitan area and surrounding communities.
How does William Scott Turnbull charge for services?
William Scott Turnbull's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THELG, LLC?
THELG, LLC has approximately 7 employees and manages $934M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at THELG, LLC

Hakyung Kay Campione
VERO BEACH, FL
Trent H Leyda
VERO BEACH, FL
James Andrew Beindorf
VERO BEACH, FL

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