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Michael K Turner

TURNER CAPITAL INVESTMENTS, LLC·AUSTIN, Texas
Series 65Clean record18 years registeredTURNER CAPITAL INVESTMENTS, LLC
9442 CAPITAL OF TEXAS HWY N, AUSTIN, TX 78759CRD# 5472928Firm CRD# 146134

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael K Turner · AUSTIN, TX
Registration
CRD #5472928 · TURNER CAPITAL INVESTMENTS, LLC · 18 years registered
Brand Profile
Not yet started
01

Career History

TURNER CAPITAL INVESTMENTS, LLC
Apr 2008 – present
LEGACY WEALTH MANAGEMENT, LLC
Jan 2023 – Mar 2023
Austin, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · April 22, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TURNER CAPITAL INVESTMENTS, LLC
CRD 146134 · SEC 801-120964
AUM
$107M
Regulatory assets under management
Employees
4
638 client accounts
Services offered by TURNER CAPITAL INVESTMENTS, LLC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at TURNER CAPITAL INVESTMENTS, LLC →
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05

Frequently Asked Questions

What services does Michael K Turner offer?
Michael K Turner specializes in Investment Management, Fee-Only Advisory. Contact their office in AUSTIN, Texas for a consultation.
What are Michael K Turner's credentials?
Michael K Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael K Turner located?
Michael K Turner is based in AUSTIN, Texas, working with TURNER CAPITAL INVESTMENTS, LLC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Michael K Turner charge for services?
Michael K Turner's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TURNER CAPITAL INVESTMENTS, LLC?
TURNER CAPITAL INVESTMENTS, LLC has approximately 4 employees and manages $107M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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