Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Thomas Turnbough is a financial advisor with over 40 years of experience in the industry. William has been registered with Wells Fargo Clearing Services, LLC since 2016 and has also held previous registrations with A. G. EDWARDS & SONS, INC., ADVEST, INC., and NEWHARD, COOK & CO. INCORPORATED. William is a Series 7, 63, and 65 licensed professional. He is a resident of Missouri and holds registrations in numerous states. William offers investment advisory services to individuals and businesses. William also serves as a trustee for his wife's trust and is a finance committee member for Mount Zion United Methodist Church.
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.
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.
Investment consulting services to institutional clients
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
MO
01/28/2025 - Present
Wells Fargo Clearing Services, LLC (FRONTENAC MO)
MO
10/10/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CT
09/30/1989 - 10/17/1989
ADVEST, INC. (HARTFORD CT)
MO
07/20/1981 - 09/30/1989
NEWHARD, COOK & CO. INCORPORATED (ST. LOUIS MO)
IA
Issued 04/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1979
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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