Unclaimed Profile

Matthew John Turnbull

CLAREMONT FINANCIAL GROUP,INC.·CLAREMONT, California

SIE, Series 6, Series 7, Series 63, Series 66Clean record15 years registeredCLAREMONT FINANCIAL GROUP,INC.

464 NORTH INDIAN HILL BLVD., CLAREMONT, CA 91711-4650CRD# 3020996Firm CRD# 107806

Profile Verification

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

Identity

Matthew John Turnbull · CLAREMONT, CA

Registration

CRD #3020996 · CLAREMONT FINANCIAL GROUP,INC. · 15 years registered

Brand Profile

Not yet started

Career History

TURNBULL FINANCIAL SERVICES LLC

Jan 2019 – present

CLAREMONT FINANCIAL GROUP,INC.

Apr 2011 – Oct 2018

COSTA MESA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 63

Series 66

Registration record

First registered · April 11, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CLAREMONT FINANCIAL GROUP,INC.

CRD 107806 · SEC 801-57506

AUM

$110M

Regulatory assets under management

Employees

545 client accounts

Services offered by CLAREMONT FINANCIAL GROUP,INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CLAREMONT FINANCIAL GROUP,INC. →

Introduction

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Frequently Asked Questions

What services does Matthew John Turnbull offer?

Matthew John Turnbull specializes in Financial Planning, Investment Management. Contact their office in CLAREMONT, California for a consultation.

What are Matthew John Turnbull's credentials?

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

Where is Matthew John Turnbull located?

Matthew John Turnbull is based in CLAREMONT, California, working with CLAREMONT FINANCIAL GROUP,INC.. Their office serves clients in the CLAREMONT metropolitan area and surrounding communities.

How does Matthew John Turnbull charge for services?

Matthew John Turnbull'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 CLAREMONT FINANCIAL GROUP,INC.?

CLAREMONT FINANCIAL GROUP,INC. has approximately 4 employees and manages $110M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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