William D. Turner

TURNER WEALTH ADVISORY

Woodstock, GA 30188

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CRD#: 5934413

Professional summary

William David Turner, CFP®, ChFC®, who also goes by Will Turner, William Turner, is a registered financial advisor currently at TURNER WEALTH ADVISORY located in Woodstock, Georgia.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. William has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Will Turner | William Turner

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.

TURNER & ASSOCIATES CPA, P.C.; NOT INVESTMENT RELATED, 4396 EARNEY ROAD, WOODSTOCK, GA; 7/2017, TAX ACCOUNTING PRACTICE; 80% OF TIME SPENT DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David 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: 2018

ChFC^®

Chartered Financial Consultant

Experience

Current

January 25, 2018 - Present

TURNER WEALTH ADVISORY

Office #1: 4396 Earney Road, Woodstock, GA 30188

RIA

CRD#: 290745

Woodstock, GA

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

Georgia
(1/25/2018)

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: 12/12/2016

Uniform Investment Adviser Law Examination

Current Firm

TURNER WEALTH ADVISORY

TURNER WEALTH ADVISORY | TURNER WEALTH ADVISORY, LLC

CRD#: 290745 / SEC#:

Georgia

Registered Investment Advisory firm - (1/25/2018 Approved)

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Contact information

Main Address

4396 Earney Road, Woodstock, GA 30188

Mailing Address

Phone number

(770) 751-9296

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	190
AUM (Assets Under Management)	$ 78,445,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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William D. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William David Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

TURNER WEALTH ADVISORY

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2016

Current Firm

TURNER WEALTH ADVISORY

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TURNER WEALTH ADVISORY

TRUST BUT VERIFY

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