Stacy Todd Turner
Professional Summary
Stacy Todd Turner is a registered financial advisor currently at THE WEALTH MASTERY, LLC located in Palo Alto, California. Stacy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Stacy has worked at 7 firms and has passed the Series 65, Series 63, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
THE WEALTH MASTERY, LLC
Contact Information
Main Address
228 Hamilton Ave, Palo Alto, CA 94301Mailing Address
663 Newell Road, Palo Alto, CA 94303Phone Number
(650) 613-0606# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
6AUM (Assets Under Management)
$1,850,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jun 2003Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Stacy Todd Turner's CRS (Customer Relationship Summary).
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