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William Louis Mello

J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC·ATLANTA, Georgia
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
ONE BUCKHEAD PLAZA, ATLANTA, GA 30305CRD# 1491454Firm CRD# 124446

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
William Louis Mello · ATLANTA, GA
Registration
CRD #1491454 · J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
4 disclosures on file · See FINRA BrokerCheck for full record
01

About

William Louis Mello is a registered financial advisor based in ATLANTA, Georgia, affiliated with J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC
AUM
$452M
Regulatory assets under management
Employees
152
Total firm employees
View all advisors at J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1491454
Firm CRD# 124446
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William Louis Mello offer?
William Louis Mello specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in ATLANTA, Georgia for a consultation.
What are William Louis Mello's credentials?
William Louis Mello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Louis Mello located?
William Louis Mello is based in ATLANTA, Georgia, working with J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC. Their office serves clients in the ATLANTA metropolitan area and surrounding communities.
How does William Louis Mello charge for services?
William Louis Mello's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC?
J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC has approximately 152 employees and manages $452M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J P TURNER & COMPANY CAPITAL MANAGEMENT, LLC

Adam Brett Simon
ATLANTA, GA
Reed Norman Lengel
ATLANTA, GA
Timothy Wayne Mcafee
ATLANTA, GA
Clinton Datees Gharib
ATLANTA, GA

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Research
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