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Michael Turner

Virtue Capital Management, LLC

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About Michael Turner

Michael Turner is an investment advisor representative associated with Virtue Capital Management, LLC. Michael has been in the financial services industry for over 13 years. Michael is registered with the state of North Carolina as an Investment Advisor Representative and with the state of South Carolina as an Investment Advisor Representative. Michael has been with Virtue Capital Management, LLC since May 2018. Before joining Virtue Capital Management, LLC, Michael worked at Regulus Advisors, LLC in Charlotte, North Carolina. Michael also previously held positions at LPL Financial LLC and Equity Services, Inc. Michael is a graduate of the University of North Carolina at Charlotte. Michael holds the Series 6, Series 63, and Series 65 licenses. Michael has a deep understanding of the financial markets and is committed to providing his clients with personalized financial advice. Michael specializes in providing financial planning, portfolio management, and educational seminars to individuals, families, and businesses.

Firm Information

Michael Turner is currently registered with Virtue Capital Management, LLC. Virtue Capital Management, LLC is a Registered Investment Adviser with the SEC based in Brentwood, TN. They provide a range of advisory services including financial planning, educational seminars, and portfolio management for individuals and corporations. The firm manages over $787 million in assets for 6111 clients, primarily individuals other than high-net-worth individuals. They do not participate in any wrap fee programs.
Virtue Capital Management, LLC

6 CADILLAC DR.

BRENTWOOD, TN 37027

$787.47M

Assets Under Management

7

Total Clients

86

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Michael Turner’s Registration & Firm History

TN

12/21/2021 - Present

Virtue Capital Management, LLC (BRENTWOOD TN)

NC

10/01/2015 - 05/17/2018

REGULUS ADVISORS, LLC (Charlotte NC)

NC

10/02/2009 - 10/14/2015

LPL FINANCIAL LLC (CHARLOTTE NC)

NC

08/31/2007 - 10/06/2009

EQUITY SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 08/13/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/27/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/17/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/30/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Turner.
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