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Richard Joseph Turgeon

WELLSPRING FINANCIAL ADVISORS, LLC·CLEVELAND, Ohio
Series 6, Series 63Clean record8 years registeredWELLSPRING FINANCIAL ADVISORS, LLC
5900 LANDERBROOK DRIVE, CLEVELAND, OH 44125CRD# 2309831Firm CRD# 143112

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Joseph Turgeon · CLEVELAND, OH
Registration
CRD #2309831 · WELLSPRING FINANCIAL ADVISORS, LLC · 8 years registered
Brand Profile
Not yet started
01

Career History

WELLSPRING FAMILY OFFICE
Jan 2018 – present
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · January 3, 2018
Years registered · 8
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELLSPRING FINANCIAL ADVISORS, LLC
CRD 143112 · SEC 801-67630
AUM
$3.6B
Regulatory assets under management
Employees
26
1,630 client accounts
Services offered by WELLSPRING FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WELLSPRING FINANCIAL ADVISORS, LLC →
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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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Other Advisors at WELLSPRING FINANCIAL ADVISORS, LLC

Jennifer Staton
CLEVELAND, OH
Donna Lynne Thrane
CLEVELAND, OH
Michael Thomas Novak
CLEVELAND, OH

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