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Richard Joseph Turgeon

WELLSPRING FINANCIAL ADVISORS, LLC·CLEVELAND, Ohio
Unclaimed Profile
5900 LANDERBROOK DRIVE, CLEVELAND, OH 44125CRD# 2309831Firm CRD# 143112
01

About

Richard Joseph Turgeon is a registered financial advisor based in CLEVELAND, Ohio, affiliated with WELLSPRING FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
WELLSPRING FINANCIAL ADVISORS, LLC
WELLSPRING FINANCIAL ADVISORS, LLC
AUM
$3.6B
Regulatory assets under management
Employees
26
Total firm employees
View all advisors at WELLSPRING FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2309831
Firm CRD# 143112
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Joseph Turgeon offer?
Richard Joseph Turgeon specializes in Financial Planning, Investment Management. Contact their office in CLEVELAND, Ohio for a consultation.
What are Richard Joseph Turgeon's credentials?
Richard Joseph Turgeon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Joseph Turgeon located?
Richard Joseph Turgeon is based in CLEVELAND, Ohio, working with WELLSPRING FINANCIAL ADVISORS, LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Richard Joseph Turgeon charge for services?
Richard Joseph Turgeon'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 WELLSPRING FINANCIAL ADVISORS, LLC?
WELLSPRING FINANCIAL ADVISORS, LLC has approximately 26 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)AKRON (70)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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