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BT

Bradley A. Turlington

WHITE OAK WEALTH PARTNERS
Raleigh, NC 27608
Some features on this profile are disabled
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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bradley Austin Turlington's CRS (Customer Relationship Summary).
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®
None

Experience

Current

January 6, 2022 - Present

WHITE OAK WEALTH PARTNERS

Office #1: 1618 Glenwood Ave, Raleigh, NC 27608
RIA
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
RR
IAR
Series 66
Date: 4/12/2012
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/19/2012
General Securities Representative Examination

Current Firm

WO
WHITE OAK WEALTH PARTNERS
THE TURLINGTON GROUP | WHITE OAK WEALTH PARTNERS | THE TURLINGTON GROUP, INC.

CRD#: 317324 / SEC#: 801-135911

North Carolina
Registered Investment Advisory firm - (5/24/2022 Approved)
Texas
Registered Investment Advisory firm - (11/3/2022 Conditional Restricted)
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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
2

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WHITE OAK ADV PART 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts216
AUM (Assets Under Management)$ 110,460,071

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

WHITE OAK WEALTH PARTNERS

CRD#: 317324Raleigh, NC 27608

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