Claim Profile
ET

Elliot J Turner

RGA INVESTMENT ADVISORS, LLC·GREAT NECK, New York
Unclaimed Profile
185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 5593722Firm CRD# 149171
01

About

Elliot J Turner is a registered financial advisor based in GREAT NECK, New York, affiliated with RGA INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
RGA INVESTMENT ADVISORS, LLC
RGA INVESTMENT ADVISORS, LLC
AUM
$91M
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5593722
Firm CRD# 149171
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in GREAT NECK?

Browse all registered financial advisors in GREAT NECK, New York or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Elliot J Turner offer?
Elliot J Turner specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in GREAT NECK, New York for a consultation.
What are Elliot J Turner's credentials?
Elliot J Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elliot J Turner located?
Elliot J Turner is based in GREAT NECK, New York, working with RGA INVESTMENT ADVISORS, LLC. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.
How does Elliot J Turner charge for services?
Elliot J Turner's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is RGA INVESTMENT ADVISORS, LLC?
RGA INVESTMENT ADVISORS, LLC has approximately 3 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Browse by specialty