Marc D Turgeon

Employer firm

Principal Securities, Inc. CRD 1137

$17.0B regulatory AUM 1,717 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/1989 → 11/2021
  Mass Mutual
  Tampa, FL
• 11/2021 → Present
  Principal Life Insurance Company
  Odessa, FL
• 11/2021 → Present
  Principal Securities Inc
  Odessa, FL
• 05/2022 → Present
  Turgeon Wealth Advisors
  Odessa, FL

Previous Registrations

• 2017-03-25 → 2021-11-01
  Mml Investors Services, Llc
  Tampa, FL
• 1997-01-17 → 2017-03-25
  Msi Financial Services, Inc.
  Tampa, FL
  Tampa, FL

Other Businesses

**MARC TURGEON POSITION: Owner NATURE: Real Estate Rental Income INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 3 START DATE: 06/09/1991 ADDRESS: 13134 Royal George Avenue, Odessa FL 33556, United States DESCRIPTION: Ownership of several residential properties which are used for generation of rental income. **OUTSIDE FIXED INSURANCE POSITION: Agent NATURE: null INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/01/2021 ADDRESS: 4010 W. BOYSCOUT BLVD., Suite 700, Tampa FL 33607, United States DESCRIPTION: Sales and servicing of outside insurance products - Life Insurance, DI, LTC, Fixed Annuities, Property and Casualty.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-11-04

Other Names

• Marc Donald Turgeon
• Marc Turgeon