Wendy Turk, financial advisor Santa Monica CA
93 score

Wendy Turk

CRD Number: 5880914
Current Firm: Gerber Kawasaki Wealth & Investment Management

Wendy Turk (CRD# 5880914) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Santa Monica, CA Oct 2012 - Current 4
Gerber Kawasaki, Inc. Santa Monica, CA Jan 2011 - Current 5
Sagepoint Financial Santa Monica, CA Jan 2011 - Oct 2012 1
Franklin Educational Services Los Angeles, CA Mar 2007 - Sep 2010 3
National Genetics Institute Los Angeles, CA Dec 2000 - Mar 2007 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2011
S65 NASAA Investment Advisors Law Examination Feb 2012
Contact Info for Wendy W. Turk
Phone Number: 310-399-6397
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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