Aaron G. Turner

AARON GEOFFREY TURNER

Sacramento, CA 95825

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CRD#: 2526148

Professional summary

Aaron Geoffrey Turner, CFP® is a registered financial advisor currently at AARON GEOFFREY TURNER located in Sacramento, California.

Aaron is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Aaron has worked at 2 firms and has passed the Series 65, Series 63 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION, 100% SHAREHOLDER, NON-INVESTMENT RELATED, ACCOUNTING/CPA, 80-100 HOURS MONTHLY.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Geoffrey Turner's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

February 26, 2020 - Present

AARON GEOFFREY TURNER

Office #1: 2100 Northrop Ave, Ste 500, Sacramento, CA 95825

RIA

CRD#: 133240

Sacramento, CA

Past

May 2, 2002 - March 9, 2005

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(2/26/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/3/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/3/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6

Date: 5/1/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

AARON GEOFFREY TURNER

AARON G. TURNER | AARON GEOFFREY TURNER | AARON G. TURNER CPA AN ACCOUNTANCY CORPORATION

CRD#: 133240 / SEC#:

California

Registered Investment Advisory firm - (2/3/2005 Approved)

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Contact information

Main Address

2100 Northrop Avenue Suite 500, Sacramento, CA 95825

Mailing Address

Phone number

(916) 354-9804

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	259
AUM (Assets Under Management)	$ 52,438,139

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Aaron G. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Geoffrey Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

AARON GEOFFREY TURNER

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/3/2004

Series 63

Date: 5/3/2002

Series 6

Date: 5/1/2002

Current Firm

AARON GEOFFREY TURNER

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

AARON GEOFFREY TURNER

TRUST BUT VERIFY

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