DT
Dragana Turkalj
GOLD COAST SECURITIES
Thousand Oaks, CA 91360
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CRD#: 5327978
DT
Professional summary
Dragana Turkalj, who also goes by Dee Turkalj, is a registered financial advisor currently at GOLD COAST SECURITIES, INC. located in Thousand Oaks, California.
Dragana is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Dragana has worked at 2 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Dee Turkalj
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.
UNITED WEALTH CONCEPTS, LLC, 712 SOUTH US HIGHWAY 1, VERO BEACH, FL, 32962, NOT INVESTMENT RELATED, INDEPENDENT SOLICITOR OF TRUST, ESTATE PLANNING, AND ASSET PROTECTION SERVICES, STARTED IN AUGUST 2009, APPROXIMATELY 10% OF MY TIME IS DEVOTED TO THIS ACTIVITY DURING ALL TIMES. SELF EMPLOYED, NOT INVESTMENT RELATED, SPIRITUAL CONSULTING OPERATING OUT OF MY HOME, STARTED APPROXIMATELY AUGUST 2009, APPROXIMATELY 10% OF MY TIME IS DEVOTED TO THIS ACTIVITY DURING ALL TIMES. SELF EMPLOYED, NOT INVESTMENT RELATED, WORKSHOP FACILITATOR OPERATING OUT OF MY HOME, STARTED APPROXIMATELY AUGUST 2009, APPROXIMATELY 5% OF MY TIME IS DEVOTED TO THIS ACTIVITY DURING ALL TIMES. SELF EMPLOYED AUTHOR AND PUBLISHER OF SELF-WRITTEN, NON-FICTION BOOKS. THIS BUSINESS ACTIVITY IS NOT INVESTMENT RELATED. STARTED FEBRUARY 8, 2013. I DEVOTE APPROXIMATELY 10 HOURS PER MONTH TO THIS ACTIVITY OPERATING OUT OF MY HOME. SELF-EMPLOYED INSURANCE AGENT OPERATING OUT OF MY HOME. THIS BUSINESS IS INVESTMENT RELATED AND INVOLVES THE SALE OF FIXED LIFE AND HEALTH INSURANCE. THIS BUSINESS WAS STARTED IN MAY 2015 AND I DEVOTE APPROXIMATELY 30 HOURS PER MONTH TO THIS ACTIVITY. Self-employed organizer operating out of my home. This business is not investment related and involves organizing paperwork for individuals and businesses. This activity was started in January 2017 and I devote approximately 60 hours a month to this activity.
CRS (Client Relationship Summary) - RIA
Click below to view Dragana Turkalj's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Dragana Turkalj'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®
NoneExperience
Current
August 26, 2009 - Present
GOLD COAST SECURITIES, INC.
Office #1: 275 E. Hillcrest Drive Suite 225, Thousand Oaks, CA 91360RIA
BD
CRD#: 110925
Thousand Oaks, CA
Current
August 26, 2009 - Present
GOLD COAST SECURITIES, INC.
Office #1: 275 E. Hillcrest Drive Suite 225, Thousand Oaks, CA 91360RIA
BD
CRD#: 110925
Thousand Oaks, CA
Past
May 3, 2007 - August 25, 2009
OSAIC SERVICES, INC.
BD
CRD#: 133763
LOS ANGELES, CA
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/26/2009)
IAR
California(8/26/2009)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GC
GOLD COAST SECURITIES, INC.
GOLD COAST ADVISORY | GOLD COAST SECURITIES, INC.
CRD#: 110925 / SEC#: 801-60090, 8-53148
RIA
Registered Investment Advisory firm - SEC (12/10/2012 Terminated)California
Registered Investment Advisory firm - SEC (8/23/2012 Approved)Idaho
Registered Investment Advisory firm - SEC (9/12/2012 Approved)Ohio
Registered Investment Advisory firm - SEC (6/26/2012 Approved)Texas
Registered Investment Advisory firm - SEC (12/6/2012 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360
Mailing Address
275 E. Hillcrest Drive-suite 225, Thousand Oaks, CA 91360-8241
Phone number
(805) 496-3660
Established
Delaware since 01/17/2001
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees
11
FINRA licenses (28 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 50 |
| AUM (Assets Under Management) | $ 37,393,957 |
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GOLD COAST SECURITIES, INC.
CRD#: 110925Thousand Oaks, CA 91360TRUST BUT VERIFY
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