Unclaimed Profile

James William Kopas

PRING/TURNER CAPITAL GROUP, INC.·ALAMO, California

Series 65Clean record15 years registeredPRING/TURNER CAPITAL GROUP, INC.

3195 DANVILLE BLVD STE 8, ALAMO, CA 94507-1970CRD# 5863675Firm CRD# 110931

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James William Kopas · ALAMO, CA

Registration

CRD #5863675 · PRING/TURNER CAPITAL GROUP, INC. · 15 years registered

Brand Profile

Not yet started

Career History

PRING TURNER

Dec 2025 – present

PRING TURNER

Jan 2011 – Dec 2025

ALAMO, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 12, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PRING/TURNER CAPITAL GROUP, INC.

CRD 110931 · SEC 801-12851

AUM

$239M

Regulatory assets under management

Employees

440 client accounts

Services offered by PRING/TURNER CAPITAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PRING/TURNER CAPITAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does James William Kopas offer?

James William Kopas specializes in Financial Planning, Investment Management. Contact their office in ALAMO, California for a consultation.

What are James William Kopas's credentials?

James William Kopas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James William Kopas located?

James William Kopas is based in ALAMO, California, working with PRING/TURNER CAPITAL GROUP, INC.. Their office serves clients in the ALAMO metropolitan area and surrounding communities.

How does James William Kopas charge for services?

James William Kopas's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PRING/TURNER CAPITAL GROUP, INC.?

PRING/TURNER CAPITAL GROUP, INC. has approximately 4 employees and manages $239M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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