Lillian H. Turner

NECTARINE

Scottsdale, AZ

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CRD#: 6789294

Professional summary

Lillian Hope Turner, CFP®, who also goes by Lillian H Turner, is a registered financial advisor currently at NECTARINE located in Scottsdale, Arizona.

Lillian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Lillian has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lillian H 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.

Daring Greatly Wealth Not Investment-related 1846 E Innovation Park Dr. STE 100 Oro Valley, AZ 85755 Financial coaching & financial life planning Financial Coach CEO & Founder Start date: January 5, 2024 Approximately 100 hours per month Approximately 24-32 hours per month during trading Provides financial coaching services to clients

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lillian Hope Turner's CRS (Customer Relationship Summary).

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^®

CRD#: 8158

SCOTTSDALE, AZ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

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

Arizona
(2/5/2025)

IAR

Texas
(1/14/2025)

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 66

Date: 12/18/2019

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 9/26/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 5/10/2019

Securities Industry Essentials Examination

Current Firm

NECTARINE

NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA

Registered Investment Advisory firm - (8/21/2023 Approved)

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Contact information

Main Address

1650 Garnet Avenue #1090, San Diego, CA 92109

Mailing Address

Phone number

(858) 779-0115

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (32 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-09-12 NECTARINE FORM ADV PART 2A (9/12/2025)

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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Lillian H. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lillian Hope Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

NECTARINE

EXPERIENCE YOUR WEALTH, LLC

BRIGHTON JONES LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

Primary Firm SEC Registration

NECTARINE

State Registrations and Notice Filings

Exams

Series 66

Date: 12/18/2019

Series 7TO

Date: 9/26/2019

SIE

Date: 5/10/2019

Current Firm

NECTARINE

Contact information

SEC notice filing (32 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

NECTARINE

TRUST BUT VERIFY

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