AdvisorOS Directory
Claim Profile
JT

Jeffrey Turner

DUNCAN FINANCIAL GROUP LLC·IRWIN, Pennsylvania
Unclaimed Profile
311 MAIN ST., IRWIN, PA 15642CRD# 7700251Firm CRD# 309454
01

About

Jeffrey Turner is a registered financial advisor based in IRWIN, Pennsylvania, affiliated with DUNCAN FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Client Types
High Net Worth Individuals
03

Firm Overview

Firm
DUNCAN FINANCIAL GROUP LLC
DUNCAN FINANCIAL PLANNING ADVISORS
AUM
—
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at DUNCAN FINANCIAL GROUP LLC →
Services
Financial planning
Other
04

Background

Compensation
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM ANOTHER RIA FIRM
Regulatory
SEC/IARD CRD# 7700251
Firm CRD# 309454
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in IRWIN?

Browse all registered financial advisors in IRWIN, Pennsylvania or claim this profile if it's yours.

Browse IRWIN AdvisorsAre you this advisor? Claim profile

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 Jeffrey Turner offer?
Jeffrey Turner specializes in Financial Planning. Contact their office in IRWIN, Pennsylvania for a consultation.
What are Jeffrey Turner's credentials?
Jeffrey Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Turner located?
Jeffrey Turner is based in IRWIN, Pennsylvania, working with DUNCAN FINANCIAL GROUP LLC. Their office serves clients in the IRWIN metropolitan area and surrounding communities.
How does Jeffrey Turner charge for services?
Jeffrey Turner's firm is compensated through hourly charges, subscription fees, other: referral fees from another ria firm. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DUNCAN FINANCIAL GROUP LLC?
DUNCAN FINANCIAL GROUP LLC has approximately 19 employees. 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 →
Other advisors in IRWIN
Larry Lund Qvistgaard — DUNCAN FINANCIAL GROUP LLCDavid Scott Duncan — DUNCAN FINANCIAL GROUP LLCDaniel Travis Girardi — DUNCAN FINANCIAL GROUP LLCMichael John Rossi — DUNCAN FINANCIAL GROUP LLCMichael Sheridan Reddy — DUNCAN FINANCIAL GROUP LLC
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile