Turman Financial Group, LLC

Turman Financial Group, LLC (CRD# 151121) is a financial advisory firm headquartered in Corvallis, OR. They manage $25,650,000 in 140 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    140
    ACCOUNTS
  • Average Account Value
    $183,214
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OR, WA

Financial Advisors at Turman Financial Group, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Eric A. Cheney
CRD#: 5880957
343 Nw 7th Street, Corvallis, OR 97330
96
Wealthminder
score

Eric Cheney (CRD# 5880957) is an Investment Advisor Representative working at Turman Financial Group, LLC in Corvallis, OR and has over 5 years of experience in the finance industry. Eric Cheney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John M. Turman
CRD#: 3026642
660 Nw Harrison Blvd., Corvallis, OR 97330
93
Wealthminder
score

John Turman (CRD# 3026642) is an Investment Advisor Representative working at Turman Financial Group, LLC in Corvallis, OR and has over 18 years of experience in the finance industry.

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