Turnbull Financial Services LLC

Turnbull Financial Services LLC (CRD# 300015) is a financial advisory firm headquartered in , . They manage $3,312,000 in 18 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://turnbullfinancial.com/
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    18
    ACCOUNTS
  • Average Account Value
    $184,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Turnbull Financial Services LLC
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Turnbull, financial advisor Encinitas CA
Matthew J. Turnbull
CRD#: 3020996
Encinitas, CA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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