Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Paul? Claim Your ProfilePaul Turcott is a financial advisor with LPL Financial LLC. Paul has been in the industry since 2003. He has worked at several financial institutions, including Oppenheimer & Co. Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Wells Fargo Advisors, LLC. Paul is a Certified Financial Planner and holds Series 3, 7, and 66 securities licenses. He also has a Series 63 state license. Paul is registered to offer investment advisory services in Arizona, Oklahoma, and Texas.
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.
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2
OK
07/05/2024 - Present
LPL Financial LLC (BARTLESVILLE OK)
OK
04/07/2016 - 07/12/2024
OPPENHEIMER & CO. INC. (BARTLESVILLE OK)
AZ
07/31/2009 - 03/09/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
OK
03/03/2003 - 08/03/2009
WELLS FARGO ADVISORS, LLC (BARTLESVILLE OK)
BOTH
Issued 03/14/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2003
Series 7 - General Securities Representative Examination
BC
Issued 06/21/1991
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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