Matthew J. Turnbull
Professional summary
Matthew John Turnbull, who also goes by Matt Turnbull, is a registered financial advisor currently at TURNBULL FINANCIAL SERVICES LLC located in Encinitas, California.
Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Matthew has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Matthew John Turnbull's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 25, 2019 - Present
TURNBULL FINANCIAL SERVICES LLC
December 19, 2011 - October 12, 2018
CAPITAL INVESTMENT GROUP, INC.
April 11, 2011 - October 15, 2018
CLAREMONT FINANCIAL GROUP,INC.
June 12, 2007 - December 22, 2011
PACIFIC FINANCIAL ASSOCIATES, INC.
January 7, 2000 - January 11, 2001
OSAIC WEALTH, INC.
April 27, 1998 - January 26, 2000
CENTAURUS FINANCIAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/25/2019)
Exams
Current Firm
TURNBULL FINANCIAL SERVICES LLC
CRD#: 300015 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 13 |
| AUM (Assets Under Management) | $ 3,224,215 |
Red Flags
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