Leonard Paul Turcotte
Investment adviser representative at Blueline Advisors
41 yearsExperience
1 stateRegistered in
$247.2MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
41 years in the industry.
- Wolverton-wrexham LLCMar 2019 to now
- Blueline AdvisorsFeb 2013 to now
- American AirlinesMar 1985 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (NH).
Blueline Advisors
Legal name: Blueline Advisors LLC
$247.2MAssets managed
148Clients
4Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6169613
- Firm CRD
- 164642