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TH

Turner Holthaus

WESTERN STRATEGIC ASSETS, L.L.C.
Fort Worth, TX 76107
Some features on this profile are disabled
CRD#: 6983412
TH

Professional summary

Turner Holthaus, who also goes by Turner Stark Holthaus, is a registered financial professional currently at WESTERN STRATEGIC ASSETS, L.L.C. located in Fort Worth, Texas.

Turner is registered as a RR (Registered Representative) and started their career in finance in 2018. Turner has worked at 2 firms and has passed the Series 63, SIE and Series 79 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Turner Stark Holthaus

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Turner Holthaus'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®
None

Experience

Current

January 9, 2024 - Present

WESTERN STRATEGIC ASSETS, L.L.C.

Office #1: 3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
BD
CRD#: 118757
Fort Worth, TX
Past

August 27, 2018 - August 17, 2022

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
NEW YORK, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
Texas
(1/9/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/31/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 79
Date: 8/27/2018
Investment Banking Registered Representative Examination
SRO Registrations
RR
FINRA

Current Firm

WS
WESTERN STRATEGIC ASSETS, L.L.C.
WESTERN STRATEGIC ADVISORS, L.L.C. | WESTERN STRATEGIC ASSETS, L.L.C. | WESTERN STRATEGIC ADVISORS, L.L.P.

CRD#: 118757 / SEC#: , 8-53684

BD
Broker-Dealer Firm Regulated by FINRA (Dallas district office)
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Contact information

Main Address
3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
Mailing Address
3100 W. Seventh Street Suite 300, Fort Worth, TX 76107
Phone number
(817) 877-9980
Established
Texas since 09/09/2002
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
WESTERN UNIVERSE, L.P.MEMBER
COLLIER, KALLEN JFINOP / POO / PFO7900172
WOODARD, DONALD MORRIS JRPRESIDENT / CCO1214213

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.

Company Information

WESTERN STRATEGIC ASSETS, L.L.C.

CRD#: 118757Fort Worth, TX 76107

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