This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Interactive Brokers · Lincoln Financial · TD Ameritrade
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-08-2018
- Office Locations
- 1
Office Locations
About WMS Financial Services
WMS Financial Services is a retirement-focused RIA offering virtual planning for income, tax, legacy, and investment strategy, including rollovers and annuity-based retirement income solutions. The firm emphasizes tactical active money management aimed at reducing volatility while maintaining return potential, with portfolios heavily implemented using ETFs. President Mark Turner has been featured on FOX Morning Blend discussing retirement risk.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK DAVID TURNER
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #2481315
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,208,520 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,208,520 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing