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Matthew Leonard Turner

TMFS-PHILADELPHIA I, LLC·EAST NORRITON, Pennsylvania
Series 65Clean record15 years registeredTMFS-PHILADELPHIA I, LLC
38 EAST GERMANTOWN PIKE, EAST NORRITON, PA 19401CRD# 5950416Firm CRD# 140557

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Leonard Turner · EAST NORRITON, PA
Registration
CRD #5950416 · TMFS-PHILADELPHIA I, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

EDELMAN FINANCIAL ENGINES
Nov 2016 – present
FINANCIAL ENGINES ADVISOR CENTER, LLC
Apr 2016 – Nov 2016
PLYMOUTH MEETING, PA
THE MUTUAL FUND STORE
Jul 2011 – Apr 2016
EAST NORRITON, PA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 5, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TMFS-PHILADELPHIA I, LLC
CRD 140557 · SEC 801-68440
AUM
$146M
Regulatory assets under management
Employees
4
1,270 client accounts
Services offered by TMFS-PHILADELPHIA I, LLC
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 TMFS-PHILADELPHIA I, LLC →
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05

Frequently Asked Questions

What services does Matthew Leonard Turner offer?
Matthew Leonard Turner specializes in Financial Planning, Investment Management. Contact their office in EAST NORRITON, Pennsylvania for a consultation.
What are Matthew Leonard Turner's credentials?
Matthew Leonard Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Leonard Turner located?
Matthew Leonard Turner is based in EAST NORRITON, Pennsylvania, working with TMFS-PHILADELPHIA I, LLC. Their office serves clients in the EAST NORRITON metropolitan area and surrounding communities.
How does Matthew Leonard Turner charge for services?
Matthew Leonard Turner's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TMFS-PHILADELPHIA I, LLC?
TMFS-PHILADELPHIA I, LLC has approximately 4 employees and manages $146M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TMFS-PHILADELPHIA I, LLC

Sean Patrick Powell
EAST NORRITON, PA

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