Lynn
Thurgood

Townsquare Capital, LLC

CRD#2721398
Investment Advisor
in Rio Rancho, NM

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About this Advisor

Lynn Thurgood is a financial advisor based out of Rio Rancho, New Mexico who has 3 years of relevant experience. Thurgood is an advisor for Townsquare Capital, LLC. Over the course of their career, they have held roles at Oxford Wealth Advisors, LLC, Insurance Network, Inc, Center Street Securities Inc, Horter Investment Management, LLC, New Mexico Tax Prep, LLC, Us Gold And Silver Advisors, Inc, Rare Coins Of New Hampshire, The Church Of Jesus Christ Of Latter Day Saints, National Gold Consultants, Society For Financial Awareness, Ldt Enterprises, Inc and Townsquare Capital. Thurgood maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in New Mexico and Texas. Townsquare Capital, LLC is a financial advisory company based out of Provo, UT. The investment advisory business has offices in 40 locations and a total of 89 people on staff. It handles $6 billion in assets among its 28,608 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 60 charities and foundations. Of its 28,608 client accounts, just 9% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. Townsquare Capital, LLC has a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules depend on which services are offered. However, fees charged by Townsquare Capital, LLC most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

481 Quantum Rd Ne
Rio Rancho, NM 87124

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Townsquare Capital, LLC Brokerage Details

Total Assets Under Management

$6,244,414,527

NM Average: $693,624,108
Total Number of Employees

89

NM Average: 12
Total Number of Accounts

28,608

NM Average: 1,115
Average Account Size

$218,275

NM Average: $622,084

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Lynn Thurgood Work History

Lynn has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Townsquare Capital

2017 - Present (7 years)

National Gold Consultants

2016 - Present (8 years)

Rare Coins Of New Hampshire

2015 - Present (9 years)

Ldt Enterprises, Inc

2000 - Present (24 years)

Oxford Wealth Advisors, LLC

1995 - Present (29 years)

Insurance Network, Inc

2018 - 2021 (3 years)

The Church Of Jesus Christ Of Latter Day Saints

2015 - 2016 (1 year)

Us Gold And Silver Advisors, Inc

2014 - 2020 (6 years)

Horter Investment Management, LLC

2014 - 2016 (2 years)

New Mexico Tax Prep, LLC

2012 - 2017 (5 years)

Society For Financial Awareness

2009 - 2014 (5 years)

Center Street Securities Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Lynn Thurgood to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Townsquare Capital, LLC

Adam Graves
Aurora, CO
Monica Sonnier
Provo, UT
Trenton Laporte
Idaho Falls, ID
Catherine White
Lehi, UT
Staci Compagno
Provo, UT
Frederick Harris
Provo, UT
Clark Kemsley
Cedar Park, TX
Adam Mckell
Provo, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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