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MT

Marc V. Turnage

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CRD#: 5266438
MT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marc Vance Turnage was a registered financial professional .

Marc is a previously registered financial professional and started their career in finance in 2007. Marc had worked at 2 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

April 1, 2009 - June 30, 2014

SIGNALPOINT ASSET MANAGEMENT LLC

RIA
CRD#: 147578
SPRINGFIELD, MO
Past

April 10, 2007 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
SPRINGFIELD, MO
Past

March 13, 2007 - February 13, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
SPRINGFIELD, MO

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 4/9/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


SA
SIGNALPOINT ASSET MANAGEMENT LLC
GREEN ARBOR ADVISORS, LLC | WALNUT INVESTMENT MANAGEMENT | WALNUT INVESTING | WALNUT CAPITAL MANAGEMENT | SIGNALPOINT ASSET MANAGEMENT LLC | SIGNALPOINT ASSET MANAGEMENT | ITI FINANCIAL MANAGEMENT

CRD#: 147578 / SEC#: 801-69394

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Contact information


Main Address
1201 E. Walnut Street, Springfield, MO 65802
Mailing Address
Phone number
(417) 869-9980
Established
Firm type
Fiscal year end
# of Employees
10

Documents


Latest Form ADV

Part 2 Brochures

SIGNALPOINT FORM ADV PART 2A - SEPTEMBER 1, 2024 (9/17/2024)

Regulatory assets under management


Total Number of Accounts1,512
AUM (Assets Under Management)$ 522,255,956

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


SIGNALPOINT ASSET MANAGEMENT LLC

CRD#: 147578

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