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Jeffrey Turner

DUNCAN FINANCIAL GROUP LLC·IRWIN, Pennsylvania
Clean recordDUNCAN FINANCIAL GROUP LLC
311 MAIN ST., IRWIN, PA 15642CRD# 7700251Firm CRD# 309454

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jeffrey Turner · IRWIN, PA
Registration
CRD #7700251 · DUNCAN FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at DUNCAN FINANCIAL GROUP LLC

Daniel Travis Girardi
IRWIN, PA
David Scott Duncan
IRWIN, PA
Larry Lund Qvistgaard
IRWIN, PA
Michael John Rossi
IRWIN, PA
Michael Sheridan Reddy
IRWIN, PA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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