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William T Turner is a financial advisor professional located in Indianapolis, IN. They specialize in financial advisory. With over 19 years of experience, they bring deep expertise to every client.
William T Turner - Elevation Point Wealth Partners, Llc holds an active professional license (FINRA CRD) for your protection.
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William T Turner operates Elevation Point Wealth Partners, LLC, a financial advisory firm based in Indianapolis, Indiana. With 19 years in the financial services industry, Turner brings extensive experience in wealth management and financial planning. The firm holds a FINRA CRD license (number 5173020), which enables it to operate within the regulated financial advisory space. Turner's long tenure in the field reflects a commitment to helping clients navigate their financial goals and investment strategies.
William T Turner's FINRA CRD license indicates registration with the Financial Industry Regulatory Authority, the primary regulator of securities brokers and advisors in the United States. This license demonstrates that Turner has met FINRA's standards for competency and compliance in the financial advisory field. Holding a FINRA CRD registration means the advisor is subject to ongoing regulatory oversight, continuing education requirements, and strict ethical standards. This registration is essential for anyone providing investment advice or managing client securities, signaling that Turner operates under established industry regulations and accountability measures.