Gary
Thomas
Turner Financial Group, Inc
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About this Advisor
Gary Thomas is a financial advisor based in San Rafael, California, working with Turner Financial Group, Inc. Gary has previously held positions at Investment Architects, Inc, Resource Investment Architects, Inc, Claraphi Advisory Network, LLC Dba Gf Thomas Advisory Group, and Turner Financial Group, Inc Dba Gf Thomas Advisory Group. Gary has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Gary is part of Turner Financial Group, Inc, which operates out of San Rafael, California. The firm has 3 offices and 8 employees. The firm manages assets totaling $115.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars. The fee structure at Turner Financial Group, Inc includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Turner Financial Group, Inc Brokerage Details
$115,743,788
8
798
$145,042
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Gary Thomas Work History
Turner Financial Group, Inc Dba Gf Thomas Advisory Group
Claraphi Advisory Network, LLC Dba Gf Thomas Advisory Group
Resource Investment Architects, Inc
Investment Architects, Inc
Disclosures
Please visit the SEC profile of Gary Thomas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Turner Financial Group, Inc
Syosset, NY
Northvale, NJ
Milton, FL
Milton, FL
Kansas City, KS
San Rafael, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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