Claude
Turlington

Terry Mcdaniel & Company

CRD#1316454
Investment Advisor
in Austin, TX

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About this Advisor

Claude Turlington is a chartered financial analyst who works out of Austin, Texas with 20 years of relevant experience. Turlington is an advisor for Terry Mcdaniel & Company. They have spent the entirety of their employment at Terry Mcdaniel & Company. Turlington is able to work in Texas. Terry Mcdaniel & Company is an advisory business that has its headquarters in Austin, TX. It handles $1 billion in total assets across its 355 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advisory services to nine charitable organizations. Of its 355 client accounts, 64% are held by high-net-worth individuals who have greater than $1 million in assets. The business offers portfolio management for individuals and small businesses. Fees for financial advice typically are based on which services the firm provides the client. However, fee types charged by Terry Mcdaniel & Company typically consist of asset-based fees.

Certifications and Registrations

Chartered Financial Analyst

Years Registered*

20 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

2630 Exposition Blvd Suite 300
Austin, TX 78703

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Terry Mcdaniel & Company Brokerage Details

Total Assets Under Management

$1,377,810,556

TX Average: $3,042,739,679
Total Number of Employees

13

TX Average: 49
Total Number of Accounts

355

TX Average: 2,315
Average Account Size

$3,881,156

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Claude Turlington Work History

Claude has been registered as a financial advisor for 20 years.*

1999 - Present (25 years)

Terry Mcdaniel & Company

*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 Claude Turlington 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 Terry Mcdaniel & Company

Shannon Pitcher
Austin, TX
Steven Winegar
Austin, TX
Claude Turlington
Austin, TX
John Mcdaniel
Austin, TX
Meredith Mcdaniel
Austin, TX
Jeffrey Lucado
Austin, TX
Terry Mcdaniel
Austin, TX

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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