BT
Bryce D. Turrentine
TURRENTINE FINANCIAL SERVICES LLC
Stigler, OK 74462
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CRD#: 7673000
BT
Professional summary
Bryce David Turrentine is a registered financial advisor currently at TURRENTINE FINANCIAL SERVICES LLC located in Stigler, Oklahoma.
Bryce is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Bryce has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Bryce David Turrentine'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
January 20, 2023 - Present
TURRENTINE FINANCIAL SERVICES LLC
Office #1: 607 E Main Street, Stigler, OK 74462RIA
CRD#: 324448
Stigler, OK
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
Oklahoma(1/20/2023)
Exams
Current Firm
TF
TURRENTINE FINANCIAL SERVICES LLC
TURRENTINE FINANCIAL SERVICES LLC
CRD#: 324448 / SEC#:
Oklahoma
Registered Investment Advisory firm - (1/20/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
607 E Main Street, Stigler, OK 74462
Mailing Address
Phone number
(918) 735-0075
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 34 |
| AUM (Assets Under Management) | $ 6,533,731 |
Red Flags
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