BT
Bradley A. Turlington
WHITE OAK WEALTH PARTNERS
Raleigh, NC 27608
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CRD#: 5970251
BT
Professional summary
Bradley Austin Turlington, who also goes by Brad Turlington, is a registered financial advisor currently at WHITE OAK WEALTH PARTNERS located in Raleigh, North Carolina.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Bradley has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Brad Turlington
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.
Business Name: Townes At Bradford, LLC Investment Related: No Address: 18115 W. Catawba Ave. Cornelius NC 28031 Nature of Business: Real Estate Position, Title or Relationship: Investor Start Date: 5/1/2013 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Passive investor and business partner with the general partner of White Oak Group, LLC.Business Name: Quaker Ridge, LLC Investment Related: Yes Address: 1600 Quaker Ridge Pt. Raleigh NC 27615 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 7/1/2008 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: None Business Name: The Turlington Group, Inc. dba: White Oak Wealth Partners Investment Related: Yes Address: 2109 White Oak Rd. Raleigh NC 27608 Nature of Business: Consulting; Investment Advisory (RIA, IAR, Financial Planning, etc.) Position, Title or Relationship: Owner Start Date: 5/31/1995 Hours per month: 31% - 40% (49 - 64 hours) Hours per month during trading hours: 31% - 40% (43 - 56 hours) Duties: Run day to day activities of Wealth Management business Business Name: Healing Transitions Investment Related: No Address: 1251 Goode Street Raleigh NC 27603 Nature of Business: Board Position (Board of Directors, Board of Trustees, etc.) Position, Title or Relationship: Board Member Start Date: 11/16/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Board Member. Be an advocate in the community.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Austin Turlington's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 6, 2022 - Present
WHITE OAK WEALTH PARTNERS
Office #1: 1618 Glenwood Ave, Raleigh, NC 27608RIA
CRD#: 317324
Raleigh, NC
Past
April 20, 2016 - December 21, 2021
KESTRA ADVISORY SERVICES, LLC
RIA
CRD#: 283330
RALEIGH, NC
Past
July 10, 2015 - September 22, 2016
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
RALEIGH, NC
Past
July 10, 2015 - December 21, 2021
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
RALEIGH, NC
Past
April 27, 2012 - July 27, 2015
PROSPERA FINANCIAL SERVICES, INC.
RIA
CRD#: 10740
RALEIGH, NC
Past
April 27, 2012 - July 27, 2015
PROSPERA FINANCIAL SERVICES, INC.
BD
CRD#: 10740
RALEIGH, NC
Past
January 20, 2012 - April 24, 2012
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
RALEIGH, NC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
North Carolina(1/6/2022)
IAR
Texas(11/3/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WO
WHITE OAK WEALTH PARTNERS
THE TURLINGTON GROUP | WHITE OAK WEALTH PARTNERS | THE TURLINGTON GROUP, INC.
CRD#: 317324 / SEC#: 801-122788
RIA
Registered Investment Advisory firm - (5/26/2022 Terminated)North Carolina
Registered Investment Advisory firm - (5/24/2022 Approved)Texas
Registered Investment Advisory firm - (11/3/2022 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1618 Glenwood Ave, Raleigh, NC 27608
Mailing Address
Phone number
(919) 858-6490
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 151 |
| AUM (Assets Under Management) | $ 92,486,871 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WHITE OAK WEALTH PARTNERS
CRD#: 317324Raleigh, NC 27608TRUST BUT VERIFY
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