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Paul John Turco Jr.

Paul J. Turco

BULL & BEAR ADVISORS LLC
Sarasota, FL
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CRD#: 7287861
Paul John Turco Jr.

Professional summary

Paul John Turco Jr., CFP® is a registered financial advisor currently at BULL & BEAR ADVISORS LLC located in Sarasota, Florida.

Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Paul has worked at 2 firms 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Paul John Turco Jr.'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: 2023

Experience

Current

August 25, 2021 - Present

BULL & BEAR ADVISORS LLC

RIA
CRD#: 315309
Sarasota, FL
Past

August 29, 2020 - January 3, 2022

ALPHA ADVISORS, INC.

RIA
CRD#: 307468
Mokena, IL

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
Florida
(1/3/2023)
IAR
Illinois
(8/25/2021)
IAR
Texas
(9/29/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/31/2020
Uniform Investment Adviser Law Examination

Current Firm

B&
BULL & BEAR ADVISORS LLC
BULL & BEAR | BULL AND BEAR ADVISORS LLC | BULL & BEAR ADVISORS LLC

CRD#: 315309 / SEC#:

Florida
Registered Investment Advisory firm - (1/3/2023 Approved)
Illinois
Registered Investment Advisory firm - (8/25/2021 Approved)
Texas
Registered Investment Advisory firm - (9/29/2021 Approved)
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Contact information

Main Address
Sarasota, FL
Mailing Address
Phone number
(813) 318-2537
Established
Firm type
Fiscal year end
# of Employees
4

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts82
AUM (Assets Under Management)$ 24,578,773

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

BULL & BEAR ADVISORS LLC

CRD#: 315309Sarasota, FL

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