Turner Wealth Advisory

Turner Wealth Advisory (CRD# 290745) is a financial advisory firm headquartered in Woodstock, GA. They manage $62,417,000 in 160 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
4396 Earney Road, Woodstock, GA 30188
https://www.turnerfirmga.com
By the Numbers
  • Total Assets Under Management
    62
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $390,106
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
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Turner Wealth Advisory
Showing 1 - 2 of 2 top financial advisors.
1
William Turner, financial advisor Woodstock GA
William D. Turner
CRD#: 5934413
4396 Earney Road, Woodstock, GA 30188

William Turner (CRD# 5934413) is an Investment Advisor Representative working at Turner Wealth Advisory in Woodstock, GA and has over 7 years of experience in the finance industry.

2
Kristin Gerdvil, financial advisor Woodstock GA
Kristin Gerdvil
CRD#: 7729961
4396 Earney Road, Woodstock, GA 30188

Kristin Gerdvil (CRD# 7729961) is an Investment Advisor Representative working at Turner Wealth Advisory in Woodstock, GA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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