Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Gerald Turpin has been in the financial services industry since 1992. Ira is a registered representative with LPL Financial LLC. Ira has a variety of licenses and certifications, including Series 6, 7, 9, 10, 63, and 65. Ira has experience providing financial planning and investment advice to individuals, corporations, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
07/15/2021 - Present
LPL Financial LLC (BOWIE MD)
MD
05/04/2009 - 12/19/2018
SUMMIT BROKERAGE SERVICES, INC. (MITCHELLVILLE MD)
MD
08/30/2002 - 03/16/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (MITCHELLVILLE MD)
MO
05/28/1997 - 09/03/2002
EDWARD JONES (ST. LOUIS MO)
NA
10/05/1983 - 06/05/1986
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/15/1981 - 10/01/1983
IDS LIFE INSURANCE COMPANY
NA
05/15/1981 - 10/01/1983
IDS MARKETING CORPORATION
NA
05/15/1981 - 10/01/1983
INVESTORS DIVERSIFIED SERVICES, INC.
IA
Issued 03/03/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/14/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/13/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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