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Joseph Linwood Turner

CHERRY BEKAERT WEALTH MANAGEMENT LLC·RICHMOND, Virginia
SIE, Series 7, Series 8, Series 9, Series 10, Series 14, Series 24, Series 63Clean recordCHERRY BEKAERT WEALTH MANAGEMENT LLC
200 SOUTH 10TH STREET, RICHMOND, VA 23219CRD# 1459371Firm CRD# 108504

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Joseph Linwood Turner · RICHMOND, VA
Registration
CRD #1459371 · CHERRY BEKAERT WEALTH MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 9
Series 10
Series 14
Series 24
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
CHERRY BEKAERT WEALTH MANAGEMENT LLC
CRD 108504 · SEC 801-64395
AUM
$569M
Regulatory assets under management
Employees
16
1,422 client accounts
Services offered by CHERRY BEKAERT WEALTH MANAGEMENT LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CHERRY BEKAERT WEALTH MANAGEMENT LLC →
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Frequently Asked Questions

What services does Joseph Linwood Turner offer?
Joseph Linwood Turner specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.
What are Joseph Linwood Turner's credentials?
Joseph Linwood Turner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Linwood Turner located?
Joseph Linwood Turner is based in RICHMOND, Virginia, working with CHERRY BEKAERT WEALTH MANAGEMENT LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.
How does Joseph Linwood Turner charge for services?
Joseph Linwood 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 CHERRY BEKAERT WEALTH MANAGEMENT LLC?
CHERRY BEKAERT WEALTH MANAGEMENT LLC has approximately 16 employees and manages $569M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CHERRY BEKAERT WEALTH MANAGEMENT LLC

Christine Mcfadden Slate
RICHMOND, VA
Jeffrey Scott Peller
RICHMOND, VA
Mark Timothy Maund
RICHMOND, VA
Nicholas Roger Bertozzi
RICHMOND, VA
Wesley Howell Watkins
RICHMOND, VA
Lillian Martinez Peters
RICHMOND, VA
CFP

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