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Geoffrey Charles Turner

RWA Wealth Partners

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About Geoffrey Charles Turner

Geoffrey Charles Turner is an investment advisor representative with RWA Wealth Partners. Turner is registered with the state of Massachusetts and Texas. Geoffrey Charles Turner has been in the industry since 2007 and is currently licensed to conduct business in Massachusetts and Texas. Prior to joining RWA Wealth Partners, Geoffrey Charles Turner has also worked for E*TRADE SECURITIES LLC, FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and HARTFORD EQUITY SALES COMPANY INC.. RWA Wealth Partners provides financial planning, investment management and estate planning services.

Firm Information

Geoffrey Turner is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Geoffrey Turner’s Registration & Firm History

MA

03/25/2016 - Present

RWA Wealth Partners (NEWTON MA)

MA

09/09/2010 - 03/23/2011

E*TRADE SECURITIES LLC (WELLESLEY MA)

NH

01/01/2008 - 08/18/2010

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

MA

05/21/2007 - 01/01/2008

FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)

CT

09/25/2002 - 10/15/2004

HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)

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Licenses & Designations

IA

Issued 03/25/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/05/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/18/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Geoffrey Charles Turner.
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