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Joe Dennis Turner

PRING/TURNER CAPITAL GROUP, INC.·WALNUT CREEK, California
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1600 S. MAIN STREET, #375, WALNUT CREEK, CA 94596-5397CRD# 2759847Firm CRD# 110931
01

About

Joe Dennis Turner is a registered financial advisor based in WALNUT CREEK, California, affiliated with PRING/TURNER CAPITAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRING/TURNER CAPITAL GROUP, INC.
PRING TURNER
AUM
$239M
Regulatory assets under management
Employees
4
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2759847
Firm CRD# 110931
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joe Dennis Turner offer?
Joe Dennis Turner specializes in Financial Planning, Investment Management. Contact their office in WALNUT CREEK, California for a consultation.
What are Joe Dennis Turner's credentials?
Joe Dennis Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joe Dennis Turner located?
Joe Dennis Turner is based in WALNUT CREEK, California, working with PRING/TURNER CAPITAL GROUP, INC.. Their office serves clients in the WALNUT CREEK metropolitan area and surrounding communities.
How does Joe Dennis Turner charge for services?
Joe Dennis Turner'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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