Michael Tumer, financial advisor Auburn CA

Michael Tumer

CRD Number: 1639551
Current Firm: Clarion Advisors Inc.

Michael Tumer (CRD# 1639551) is an Investment Advisor Representative working at Clarion Advisors Inc. in Auburn, CA and has over 34 years of experience in the finance industry. Michael Tumer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Clarion Advisors Inc. Auburn, CA Feb 2023 - Current 1
Clarion Advisors, Inc. Auburn, CA Apr 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1989
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael S. Tumer
Phone Number: 530-889-0200
Registered State(s):
  • CA
  • TX
By the Numbers
  • Total Assets Under Management
    99
    MILLIONS
  • Total Number of Accounts
    1,222
    ACCOUNTS
  • Average Account Value
    $81,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AZ, CA, TN, TX

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