Unclaimed Profile

Thomas John Kopas

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

Series 7, Series 31, Series 63, Series 65Clean record24 years registeredPRING/TURNER CAPITAL GROUP, INC.

3195 DANVILLE BLVD STE 8, ALAMO, CA 94507-1970CRD# 1015062Firm CRD# 110931

Profile Verification

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

Identity

Thomas John Kopas · ALAMO, CA

Registration

CRD #1015062 · PRING/TURNER CAPITAL GROUP, INC. · 24 years registered

Brand Profile

Not yet started

Career History

PRING TURNER

Jan 2010 – present

PRING TURNER CAPITAL GROUP

Jul 2002 – Dec 2009

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 31

Series 63

Series 65

Registration record

First registered · July 26, 2002

Years registered · 24

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 Thomas John Kopas offer?

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

What are Thomas John Kopas's credentials?

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

Where is Thomas John Kopas located?

Thomas John 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 Thomas John Kopas charge for services?

Thomas John 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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