Unclaimed
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.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
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)
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
Active
Inactive
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