Unclaimed Profile

Theodore Carlyle Turnage

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC·NORFOLK, Virginia

Series 7, Series 63, Series 65Clean record31 years registeredWILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

150 WEST MAIN STREET, NORFOLK, VA 23510CRD# 2457876Firm CRD# 106060

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Theodore Carlyle Turnage · NORFOLK, VA

Registration

CRD #2457876 · WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Feb 1995 – Dec 2024

NORFOLK, VA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 10, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

CRD 106060 · SEC 801-37972

AUM

$191M

Regulatory assets under management

Employees

4 client accounts

Services offered by WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC

Per Form ADV

Portfolio management (pooled investments)

Pension consulting

Client types served by the firm

Per Form ADV

Institutional Investors

Pension & Retirement Plans

View all advisors at WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Theodore Carlyle Turnage offer?

Theodore Carlyle Turnage specializes in Investment Management, Retirement Planning.

What are Theodore Carlyle Turnage's credentials?

Theodore Carlyle Turnage is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Theodore Carlyle Turnage located?

Theodore Carlyle Turnage is based in NORFOLK, Virginia, last registered with WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC.

How does Theodore Carlyle Turnage charge for services?

Theodore Carlyle Turnage'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 WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC?

WILBANKS, SMITH & THOMAS ASSET MANAGEMENT, LLC has approximately 8 employees and manages $191M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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