Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Turbeville is a financial advisor with Charles Schwab & CO., Inc. Brian has been in the financial services industry since 2020 and holds the Series 66, Series 7TO, and SIE licenses. Brian is also a Certified Financial Planner. Brian has previously worked at TD AMERITRADE, INC. and Edward Jones. Brian specializes in providing financial planning and portfolio management services to individuals and families.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MD
02/07/2025 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
MD
05/18/2022 - 07/29/2024
TD AMERITRADE, INC. (Gaithersburg MD)
MD
03/02/2020 - 04/12/2022
EDWARD JONES (ROCKVILLE MD)
BOTH
Issued 06/26/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/05/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Turbeville is the right advisor for you? Invested Better is here to help.
