Todd C. Turk

FREEDOM WEALTH COACHING

Lillian, AL

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CRD#: 7778750

Professional summary

Todd C Turk is a registered financial advisor currently at FREEDOM WEALTH COACHING, LLC located in Lillian, Alabama.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Todd 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 Todd C Turk'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 28, 2024 - Present

FREEDOM WEALTH COACHING, LLC

RIA

CRD#: 324178

Lillian, AL

Past

September 14, 2023 - May 31, 2024

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

RIA

CRD#: 140088

Daphne, AL

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

Alabama
(5/28/2024)

IAR

Georgia
(6/20/2024)

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 65

Date: 6/29/2023

Uniform Investment Adviser Law Examination

Current Firm

FREEDOM WEALTH COACHING, LLC

FREEDOM WEALTH COACHING, LLC | PURPOSEFUL FINANCIAL COACHING, LLC

CRD#: 324178 / SEC#:

Alabama

Registered Investment Advisory firm - (5/1/2023 Approved)

Florida

Registered Investment Advisory firm - (6/21/2023 Approved)

Georgia

Registered Investment Advisory firm - (3/6/2023 Approved)

Texas

Registered Investment Advisory firm - (8/22/2023 Approved)

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Contact information

Main Address

233 Arnold Mill Road Suite 300, Woodstock, GA 30188

Mailing Address

Po Box 177, Lebanon, GA 30146

Phone number

(678) 383-4811

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Todd C. Turk

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd C Turk's CRS (Customer Relationship Summary).

Certified licenses

Experience

FREEDOM WEALTH COACHING, LLC

COLOMB INVESTMENT MANAGEMENT COMPANY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/29/2023

Current Firm

FREEDOM WEALTH COACHING, LLC

Contact information

Documents

Red Flags

Company Information

FREEDOM WEALTH COACHING, LLC

TRUST BUT VERIFY

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