Christine Turnbull (CRD# 2870462) is an Investment Advisor Representative working at 401k Assist, LLC in San Clemente, CA and has over 23 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 401k Assist, LLC | San Clemente, CA | Mar 2016 - Current | 8 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Jun 2012 - Apr 2016 | 3 |
| Mutual Of Omaha | Omaha, NE | Mar 2012 - Apr 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2001 |
| S65 | NASAA Investment Advisors Law Examination | Oct 2016 |
- CA
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, TX
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