Unclaimed Profile

Joe Dennis Turner

PRING/TURNER CAPITAL GROUP, INC.·WALNUT CREEK, California

Series 65Clean record38 years registeredPRING/TURNER CAPITAL GROUP, INC.

1600 S. MAIN STREET, #375, WALNUT CREEK, CA 94596-5397CRD# 2759847Firm CRD# 110931

Profile Verification

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

Identity

Joe Dennis Turner · WALNUT CREEK, CA

Registration

CRD #2759847 · PRING/TURNER CAPITAL GROUP, INC. · 38 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PRING/TURNER CAPITAL GROUP, INC.

PRING TURNER

Jul 2002 – Dec 2025

PLEASANT VIEW, CO

PRING TURNER CAPITAL GROUP

Jul 1997 – Dec 2009

PLEASANT VIEW, CO

ASSET ALLOCATION ADVISORS INC

Jan 1988 – Oct 2004

WALNUT CREEK, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 5, 1988

Years registered · 38

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 Joe Dennis Turner offer?

Joe Dennis Turner specializes in Financial Planning, Investment Management.

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, last registered with PRING/TURNER CAPITAL GROUP, INC..

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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