Gregg
Turkin

Nwf Advisory Services Inc

CRD#4730022
Investment Advisor
in Westlake Village, CA

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About this Advisor

Gregg Turkin is a financial advisor based out of Westlake Village, California. Turkin is an employee of Nwf Advisory Services Inc. During their career, Turkin has held roles at Ing Financial Partners, Inc, Real Estate Agency, Voya Financial Advisors, First Allied Securities, Inc, First Allied Advisory Services, Inc, First Allied Advisory Services, Cetera Advisors LLC, G&D Home Designs and Royal Alliance Associates, Inc. Turkin maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. Nwf Advisory Services Inc is a company that has its headquarters in Los Angeles, CA. The company has offices in 37 locations and just three people on staff. It has $3 billion in assets under management between its 6,090 accounts, placing it among the largest firms in the United States by assets under management. Nwf Advisory Services Inc has a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fees usually vary depending on which service is offered. However, fees charged by Nwf Advisory Services Inc most likely include some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

32107 Lindero Canyon Rd. Unit 106
Westlake Village, CA 91361

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Nwf Advisory Services Inc Brokerage Details

Total Assets Under Management

$2,864,723,851

CA Average: $7,578,581,321
Total Number of Employees

3

CA Average: 43
Total Number of Accounts

6,090

CA Average: 3,727
Average Account Size

$470,398

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Gregg Turkin Work History

Gregg has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Royal Alliance Associates, Inc

2021 - Present (3 years)

G&D Home Designs

2020 - Present (4 years)

First Allied Advisory Services

2011 - Present (13 years)

Real Estate Agency

2022 - 2023 (1 year)

Cetera Advisors LLC

2015 - 2022 (7 years)

First Allied Securities, Inc

2015 - 2020 (5 years)

First Allied Advisory Services, Inc

2014 - 2015 (1 year)

Voya Financial Advisors

2010 - 2014 (4 years)

Ing Financial Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Gregg Turkin 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 Nwf Advisory Services Inc

Woong Kim
Los Angeles, CA
James Johnson
Irvine, CA
Luka Pavlina
Kingsburg, CA
Megan Takagi
Honolulu, HI
Gleb Reynlib
Menlo Park, CA
Stacy Tredennick
Walnut Creek, CA
Byron Harlan
San Diego, CA
Daniela Aljawad
Los Angeles, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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