Unclaimed Profile

Kelli Sue Turner

SUN CAPITAL ADVISORS, L.P.·BOCA RATON, Florida

Clean recordSUN CAPITAL ADVISORS, L.P.

5200 TOWN CENTER CIRCLE, BOCA RATON, FL 33486-1015CRD# 2946044Firm CRD# 155109

Profile Verification

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

Identity

Kelli Sue Turner · BOCA RATON, FL

Registration

CRD #2946044 · SUN CAPITAL ADVISORS, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kelli Sue Turner is a registered financial advisor based in BOCA RATON, Florida, affiliated with SUN CAPITAL ADVISORS, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SUN CAPITAL ADVISORS, L.P.

AUM

$6.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SUN CAPITAL ADVISORS, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2946044

Firm CRD# 155109

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kelli Sue Turner offer?

Kelli Sue Turner specializes in Retirement Planning. Contact their office in BOCA RATON, Florida for a consultation.

What are Kelli Sue Turner's credentials?

Kelli Sue Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kelli Sue Turner located?

Kelli Sue Turner is based in BOCA RATON, Florida, working with SUN CAPITAL ADVISORS, L.P.. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.

How does Kelli Sue Turner charge for services?

Kelli Sue Turner's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SUN CAPITAL ADVISORS, L.P.?

SUN CAPITAL ADVISORS, L.P. has approximately 92 employees and manages $6.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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