Turning Point Advisors, LLC
Turning Point Advisors, LLC (CRD# 291633) is a financial advisory firm headquartered in Novelty, OH. They manage $32,716,523 in 62 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management33MILLION
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Total Number of Accounts62ACCOUNTS
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Average Account Value$527,686
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Turning Point Advisors, LLC
1
Gregory Taylor (CRD# 2491175) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 22 years of experience in the finance industry.
2
David Turben (CRD# 2591599) is an Investment Advisor Representative working at Turning Point Advisors, LLC in Novelty, OH and has over 29 years of experience in the finance industry.
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