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KG

Kristin Gerdvil

TURNER WEALTH ADVISORY
Woodstock, GA 30188
Some features on this profile are disabled
CRD#: 7729961
KG

Professional summary

Kristin Gerdvil, who also goes by Kristin Gerdvil Luther, is a registered financial advisor currently at TURNER WEALTH ADVISORY located in Woodstock, Georgia.

Kristin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kristin has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kristin Gerdvil Luther

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 Kristin Gerdvil'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®
None

Experience

Current

May 18, 2023 - Present

TURNER WEALTH ADVISORY

Office #1: 4396 Earney Road, Woodstock, GA 30188
RIA
CRD#: 290745
Woodstock, GA

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
Georgia
(5/18/2023)

Exams

Current Firm

TW
TURNER WEALTH ADVISORY
TURNER WEALTH ADVISORY | TURNER WEALTH ADVISORY, LLC

CRD#: 290745 / SEC#:

Georgia
Registered Investment Advisory firm - (1/25/2018 Approved)
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Contact information

Main Address
4396 Earney Road, Woodstock, GA 30188
Mailing Address
Phone number
(770) 751-9296
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts215
AUM (Assets Under Management)$ 90,143,000

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

TURNER WEALTH ADVISORY

CRD#: 290745Woodstock, GA 30188

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