BT
Brian E. Turpin
TURPIN & ASSOCIATES
Indianapolis, IN 46220
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CRD#: 6911341
BT
Professional summary
Brian Edward Turpin is a registered financial advisor currently at TURPIN & ASSOCIATES INC located in Indianapolis, Indiana.
Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Brian has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
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.
NBT Consulting LLC, 7098 N Shadeland Ave Suite C, Indianapolis, IN 46220. Owner. Sales of insurance products along with life, health, property and causality insurance. 60% on my business is financial planning using insurance related products. 25% of my business is preparing tax returns, and the other 15% is health, property and causality insurance sales. For the past 5-1/2 years I have owned and worked 100% of this business.
CRS (Client Relationship Summary) - RIA
Click below to view Brian Edward Turpin'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
February 9, 2018 - Present
TURPIN & ASSOCIATES INC
Office #1: 7098 N Shadeland Avenue Suite C, Indianapolis, IN 46220RIA
CRD#: 122841
Indianapolis, IN
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
Indiana(2/9/2018)
Current Firm
T&
TURPIN & ASSOCIATES INC
F AND J INSURANCE INC | TURPIN & ASSOCIATES INC
CRD#: 122841 / SEC#:
Indiana
Registered Investment Advisory firm - (8/11/1998 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
7098 N Shadeland Avenue Suite C, Indianapolis, IN 46220
Mailing Address
5868 E 71st St Suite E #191, Indianapolis, IN 46220
Phone number
(317) 362-9697
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 31 |
| AUM (Assets Under Management) | $ 7,119,441 |
Red Flags
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