Matthew Turnbull (CRD# 3020996) is an Investment Advisor Representative working at Turnbull Financial Services LLC in Encinitas, CA and has over 25 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5621865
Lpl Financial LLC
CRD# 5084834
The Wealth Consulting Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Turnbull Financial Services LLC | Encinitas, CA | Dec 2018 - Current | 5 |
| Capital Investment Group, Inc. | Raleigh, NC | Dec 2011 - Oct 2018 | 6 |
| Claremont Financial Group, Inc. | Costa Mesa, CA | Feb 2006 - Oct 2018 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1998 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- CA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts18ACCOUNTS
-
Average Account Value$184,000
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA
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