Theodore
Turnage
Wilbanks, Smith & Thomas Asset Management, LLC
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About this Advisor
Theodore Turnage is a financial advisor operating out of Norfolk, Virginia who has 28 years of industry experience. Turnage is an advisor for Wilbanks, Smith & Thomas Asset Management, LLC. Turnage has gained experience at Wilbanks, Smith & Thomas Asset Management LLC and Wilbanks Smith & Thomas Asset Management, LLC. Turnage holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in North Carolina and Virginia. Wilbanks, Smith & Thomas Asset Management, LLC is an advisory firm that has its headquarters in Norfolk, VA. The firm has offices in three locations and a total of 45 people on staff. It administers $5 billion in total assets between its 5,210 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 51 charitable organizations. Of its 5,210 accounts, 32% are held by high-net-worth clients who have more than $1 million in assets available to invest. Wilbanks, Smith & Thomas Asset Management, LLC has a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients and pension consulting services. Fees charged by financial advisors are based on which services are provided. Fees charged by Wilbanks, Smith & Thomas Asset Management, LLC can be comprised of some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wilbanks, Smith & Thomas Asset Management, LLC Brokerage Details
$4,754,536,565
45
5,210
$912,579
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
Theodore Turnage Work History
Theodore has been registered as a financial advisor for 28 years.*
Wilbanks Smith & Thomas Asset Management, LLC
Wilbanks, Smith & Thomas Asset Management LLC
*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 Theodore Turnage 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 Wilbanks, Smith & Thomas Asset Management, LLC
Richmond, VA
Norfolk, VA
Norfolk, VA
Raleigh, NC
Norfolk, VA
Norfolk, VA
Norfolk, VA
Norfolk, VA
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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