Matthew Turner, financial advisor Norristown PA
93 score

Matthew Turner

CRD Number: 5950416
Current Firm: The Mutual Fund Store

Matthew Turner (CRD# 5950416) is an Investment Advisor Representative working at The Mutual Fund Store in Norristown, PA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tmfs Advisors, LLC East Norriton, PA Apr 2016 - Current < 1
Tmfs-philadelphia, LLC East Norriton, PA Aug 2011 - Mar 2016 4
The Mutual Fund Store-philadelphia, LLC East Norriton, PA Jul 2001 - Aug 2011 10
Lore Degenstein Art Gallery Selinsgrove, PA Nov 2005 - May 2009 3
Susquehanna University Selinsgrove, PA Aug 2005 - May 2009 3
Husky Trading LLP Philadelphia, PA May 2007 - Aug 2007 < 1
Fossil King Of Prussia, PA Nov 2002 - May 2007 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Matthew L. Turner
Phone Number: 913-319-8100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    8,138
    MILLIONS
  • Total Number of Accounts
    69,645
    ACCOUNTS
  • Average Account Value
    $116,844
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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