Richard Turgeon (CRD# 2309831) is an Investment Advisor Representative working at Wellspring Financial Advisors, LLC in Cleveland, OH and has over 30 years of experience in the finance industry.
CRD# 5310387
Lpl Financial LLC
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wellspring Financial Advisors | Cleveland, OH | Aug 2014 - Current | 9 |
| Victory Capital Management, LLC | Cleveland, OH | Apr 1994 - Aug 2014 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1994 |
- OH
-
Total Assets Under Management3,629MILLIONS
-
Total Number of Accounts1,630ACCOUNTS
-
Average Account Value$2,226,604
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
CA, FL, LA, MT, NH, OH, SC, TX
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