John Turcik, financial advisor San Francisco CA
89 score

John Turcik

CRD Number: 6287848
Current Firm: Veritable LP

John Turcik (CRD# 6287848) is an Investment Advisor Representative working at Veritable LP in San Francisco, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Veritable, LP San Francisco, CA Oct 2012 - Current 4
Veritable, LP Newtown Square, PA Jul 2005 - Oct 2012 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2014
Contact Info for John E. Turcik
Phone Number: 610-640-9551
Registered State(s):
  • CA
  • PA
By the Numbers
  • Total Assets Under Management
    13,588
    MILLIONS
  • Total Number of Accounts
    2,999
    ACCOUNTS
  • Average Account Value
    $4,530,996
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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