Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Turnbull is a Registered Investment Advisor Representative with DWT Financial Services in Cumberland, Maryland. David has been in the securities industry since 1987 and has a Series 6, 63, and 65 license. David previously worked at Legg Mason Wood Walker, Incorporated in Baltimore, Maryland and LM Financial Partners, Inc. in New Orleans, Louisiana. David is a Registered Investment Advisor Representative in Maryland.
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.
Solicitor to third-party ria
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.
Referral fees paid by 3rd party sec ria
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MD
03/10/2006 - Present
DWT Financial Services (CUMBERLAND MD)
MD
09/15/2001 - 02/03/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
05/20/1998 - 09/15/2001
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
IA
Issued 11/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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