Lynn
Thurgood
Townsquare Capital, LLC
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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
Years Registered*
Services Offered
Fee Structure
Office Location
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Townsquare Capital, LLC Brokerage Details
$6,244,414,527
89
28,608
$218,275
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.*
Townsquare Capital
National Gold Consultants
Rare Coins Of New Hampshire
Ldt Enterprises, Inc
Oxford Wealth Advisors, LLC
Insurance Network, Inc
The Church Of Jesus Christ Of Latter Day Saints
Us Gold And Silver Advisors, Inc
Horter Investment Management, LLC
New Mexico Tax Prep, LLC
Society For Financial Awareness
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.
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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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