Theodore
Turnage

Wilbanks, Smith & Thomas Asset Management, LLC

CRD#2457876
Investment Advisor
in Norfolk, VA

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About this Advisor

Theodore Turnage is a financial advisor based in Norfolk, Virginia, working with Wilbanks, Smith & Thomas Asset Management, LLC. Theodore has previously held positions at Wilbanks, Smith & Thomas Asset Management LLC and Wilbanks Smith & Thomas Asset Management, LLC. Theodore has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina and Virginia. Currently, Theodore is part of Wilbanks, Smith & Thomas Asset Management, LLC, which operates out of Norfolk, Virginia. The firm has 8 employees and manages assets totaling $190.8 million. The services offered by the firm include portfolio management for investment companies and portfolio management for pooled investment vehicles. The fee structure at Wilbanks, Smith & Thomas Asset Management, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

150 West Main Street Suite 1700
Norfolk, VA 23510

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Wilbanks, Smith & Thomas Asset Management, LLC Brokerage Details

Total Assets Under Management

$190,845,217

VA Average: $1,835,309,194
Total Number of Employees

8

VA Average: 32
Total Number of Accounts

4

VA Average: 1,458
Average Account Size

$47,711,304

VA Average: $1,258,785

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles

Theodore Turnage Work History

2014 - Present (11 years)

Wilbanks Smith & Thomas Asset Management, LLC

1994 - 2014 (20 years)

Wilbanks, Smith & Thomas Asset Management LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Theodore Turnage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wilbanks, Smith & Thomas Asset Management, LLC

Elizabeth Sauer
Richmond, VA
Theodore Turnage
Norfolk, VA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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