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Ira Turpin

33 Years of Experience
Bowie, MD
1 DisclosureBrokerSells Insurance

Ira Turpin is a registered investment advisor at LPL Financial LLC, based in Bowie, MD, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
27420 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)

LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2009
Settled
Other Business ActivitiesSells Insurance

Ira operates his LPL business through Turpin Martin Powell, Inc. He is also an author, dedicating minimal time to this pursuit, and provides non-variable insurance services through Turpin Long Term Health Care & Life Insurance Advisory Services, taking about 10-20% of his time.

Employment History
Current Registrations
LPL Financial LLC
December 2018 - Present · 7 yrs 9 mos
LPL Financial LLCBroker
December 2018 - Present · 7 yrs 9 mos
Previous Registrations
Summit Financial Group INC
June 2009 - December 2018 · 9 yrs 6 mos
Summit Brokerage Services, INC.Broker
May 2009 - December 2018 · 9 yrs 7 mos
Raymond James Financial Services Advisors, INC
January 2009 - March 2009 · 2 mos
Raymond James Financial Services
March 2006 - January 2009 · 2 yrs 10 mos
Raymond James Financial Services, INC.Broker
August 2002 - March 2009 · 6 yrs 7 mos
Edward JonesBroker
May 1997 - September 2002 · 5 yrs 4 mos
Integrated Resources Equity CorporationBroker
October 1983 - June 1986 · 2 yrs 8 mos
Ids Life Insurance CompanyBroker
May 1981 - October 1983 · 2 yrs 5 mos
Ids Marketing CorporationBroker
May 1981 - October 1983 · 2 yrs 5 mos
Investors Diversified Services, INC.Broker
May 1981 - October 1983 · 2 yrs 5 mos
State Registrations16 states
CADCDEFLGAINKYMDMONCNYOHPASCTXVA
AdvisorBrokerBoth

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.