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Kelli Sue Turner

SUN CAPITAL ADVISORS, L.P.·BOCA RATON, Florida
Unclaimed Profile
5200 TOWN CENTER CIRCLE, BOCA RATON, FL 33486-1015CRD# 2946044Firm CRD# 155109
01

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.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SUN CAPITAL ADVISORS, L.P.
SUN CAPITAL ADVISORS, L.P.
AUM
$6.6B
Regulatory assets under management
Employees
92
Total firm employees
View all advisors at SUN CAPITAL ADVISORS, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2946044
Firm CRD# 155109
No disclosures on file
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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Research
Advisor Fees in FloridaNational Fee Analysis
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