CT
Craig D. Turner
RANCHWOOD CAPITAL MANAGEMENT
Coppell, TX 75019
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CRD#: 6781134
CT
Professional summary
Craig Dwain Turner is a registered financial advisor currently at RANCHWOOD CAPITAL MANAGEMENT located in Coppell, Texas.
Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Craig has worked at 1 firm 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.
Craig D. Turner is currently involved in the ownership, management and operations of Ranchwood Outdoors. Ranchwood Outdoors provides landscaping services to commercial and residential customers in the DFW metroplex. This activity accounts for approximately 60% of his working hours: M-F, 8am - 5pm. The remaining time is spent on endeavors related to Ranchwood Capital Management.
CRS (Client Relationship Summary) - RIA
Click below to view Craig Dwain 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®
NoneExperience
Current
July 28, 2017 - Present
RANCHWOOD CAPITAL MANAGEMENT
Office #1: 832 Howell Dr., Coppell, TX 75019RIA
CRD#: 288155
Coppell, TX
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
Texas(7/28/2017)
Current Firm
RC
RANCHWOOD CAPITAL MANAGEMENT
RANCHWOOD CAPITAL MANAGEMENT | RANCHWOOD CAPITAL MANAGEMENT, LLC
CRD#: 288155 / SEC#:
Texas
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Contact information
Main Address
832 Howell Dr., Coppell, TX 75019
Mailing Address
Phone number
(903) 450-3598
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 1 |
| AUM (Assets Under Management) | $ 930,000 |
Red Flags
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