Phyllis TurkleCRD Number: 5935295
Current Firm: Truenorth, Inc.
Phyllis Turkle (CRD# 5935295) is an Investment Advisor Representative working at Truenorth, Inc. in Wichita, KS and has over 5 years of experience in the finance industry.
Ameriprise Financial Services, Inc.
Cottonwood Wealth Management, LLC
|Truenorth, Inc.||Wichita, KS||Mar 2010 - Current||6|
|Truenorth, Inc.||Wichita, KS||Nov 2002 - Mar 2014||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2011|
Total Assets Under Management409MILLIONS
Total Number of Accounts330ACCOUNTS
Average Account Value$1,239,457
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, CO, IL, KS, TX