Marc A. Turner

RENAISSANCE ADVISORY GROUP

bryn mawr, PA 19010

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CRD#: 2715967

Professional summary

Marc Allen Turner is a registered financial advisor currently at RENAISSANCE ADVISORY GROUP located in Bryn Mawr, Pennsylvania.

Marc is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Marc has worked at 2 firms and has passed the Series 65 exam.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Allen 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®

None

Experience

Current

May 26, 2004 - Present

RENAISSANCE ADVISORY GROUP

Office #1: 26 Summit Grove Ave Ste 206, Bryn Mawr, PA 19010

RIA

CRD#: 129512

bryn mawr, PA

Past

March 6, 2000 - October 31, 2003

FLAGSHIP CAPITAL MANAGEMENT INC

RIA

CRD#: 108354

MEDIA, PA

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

Pennsylvania
(5/26/2004)

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: 2/29/2000

Uniform Investment Adviser Law Examination

Current Firm

RENAISSANCE ADVISORY GROUP

CRD#: 129512 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (5/26/2004 Approved)

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Contact information

Main Address

36 Summit Grove Ave Ste36a, Bryn Mawr, PA 19010

Mailing Address

Phone number

(610) 525-5580

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	214
AUM (Assets Under Management)	$ 70,000,000

Red Flags

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

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Marc A. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marc Allen Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

RENAISSANCE ADVISORY GROUP

FLAGSHIP CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/29/2000

Current Firm

RENAISSANCE ADVISORY GROUP

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RENAISSANCE ADVISORY GROUP

TRUST BUT VERIFY

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