DT
DT

David Turnbull

25 Years of Experience
Cumberland, MD

David Turnbull is a registered investment advisor at Dwt Financial Services, based in Cumberland, MD, with 25 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
N/A
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

217 Glenn Street, Suite 200, Cumberland, MD, 21502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Dwt Financial Services
March 2006 - Present · 20 yrs 2 mos
Previous Registrations
Legg Mason Wood Walker INC
July 2000 - February 2006 · 5 yrs 7 mos
State Registrations1 state
MD
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
David Turnbull - Financial Advisor | TrueAdvisor