Ira Gerald Turpin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 05/2009 → 12/2018
  Summit Brokerage Services Inc
  Mitchellville, MD
• 05/2009 → 12/2018
  Summit Financial Group Inc
  Mitchellville, MD
• 12/2018 → Present
  Lpl Financial Llc
  Bowie, MD

Previous Registrations

• 2009-06-03 → 2018-12-19
  Summit Financial Group Inc
  Mitchellville, MD
• 2009-01-02 → 2009-03-17
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
• 2006-03-21 → 2009-01-02
  Raymond James Financial Services, Inc.
  Mitchellville, MD

Other Businesses

1) 12/12/18- Turpin Martin Powell, Inc.- DBA for LPL Business (entity for LPL business)- Inv. Related- Bowie, MD - 100% 2)12/12/18- Ira G. Turpin Jr.- Author - NonInv. Related- Bowie, MD- start date 5/1/09 - 3hrs/mth 3)12/12/18- Turpin Long Term Health Care & Life Insurance Advisory Services- Non-Variable Insurance- Inv. Related- Bowie, MD- start date 1/3/2015 -20hrs/mth- 10% 4)12/12/18- All The Glory Ministries - All The Glory Ministries- Non-Inv. Related- Bowie, MD - start date 2/1/2004- 20hrs/mth - 10% 5) 08/10/2022- No Business Name- Investment Related- At Reported Business Location(s)-Non-Variable Insurance- Start Date- 08/08/2022- 10 Hours Per Month/ 1 Hours During Securities Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-03-03
• S63 Uniform Securities Agent State Law Examination
  1997-05-29

Other Names

• Ira G Turpin