Company Information

Get to know Turner Wealth

Turner Wealth Management, LLC is a Registered Investment Adviser (RIA) based in Birmingham, Alabama. Founded by Bob Turner, a CERTIFIED FINANCIAL PLANNER™ professional, the firm operates on a client-first philosophy, aiming to build long-term relationships based on trust and integrity. They offer comprehensive financial planning and investment management services, utilizing a proprietary process called the "True Wealth FORMula" to help clients achieve their financial goals, particularly in areas of retirement and investment strategy.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Turner Wealth

Australia

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.