Unclaimed Profile

Joe Dennis Turner

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

Clean recordPRING/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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PRING/TURNER CAPITAL GROUP, INC.

PRING TURNER

AUM

$239M

Regulatory assets under management

Employees

Total firm employees

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

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 2759847

Firm CRD# 110931

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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