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Gregg Lawrence Turkin

NWF Advisory Services Inc.

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About Gregg Lawrence Turkin

Gregg Lawrence Turkin is a financial advisor with over 20 years of experience in the financial services industry. Gregg is currently registered with NWF Advisory Services Inc., where they provide financial planning and investment management services. Previous experience includes positions with CETERA ADVISORS LLC, FIRST ALLIED SECURITIES, INC., VOYA FINANCIAL ADVISORS, INC., COMMONWEALTH FINANCIAL NETWORK, and MML INVESTORS SERVICES, INC. Gregg has a strong commitment to helping clients achieve their financial goals. They have extensive experience working with individuals, businesses, and families. Gregg is passionate about helping clients understand their financial options and make informed decisions.

Firm Information

Gregg Turkin is currently registered with NWF Advisory Services Inc.. NWF Advisory Services Inc. is an investment advisory firm based in Los Angeles, California. They manage over $3.7 billion in assets for individuals, and offer a range of services, including financial planning, pension consulting, and portfolio management. NWF Advisory Services Inc. is registered with the SEC and has a team of 2 investment advisor representatives and 1 licensed agent. They participate in wrap fee programs.
NWF Advisory Services Inc.

11835 W OLYMPIC BLVD

LOS ANGELES, CA 90064

$3.71B

Assets Under Management

6,555

Total Clients

44

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial 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.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gregg Turkin’s Registration & Firm History

CA

03/31/2023 - Present

NWF Advisory Services Inc. (Westlake Village CA)

CA

09/08/2022 - 04/03/2023

CETERA ADVISORS LLC (WESTLAKE VILLAGE CA)

CA

12/16/2015 - 09/08/2022

FIRST ALLIED SECURITIES, INC. (WESTLAKE VILLAGE CA)

CA

05/12/2010 - 12/17/2015

VOYA FINANCIAL ADVISORS, INC. (WOODLAND HILLS CA)

CA

04/25/2006 - 05/04/2010

COMMONWEALTH FINANCIAL NETWORK (SHERMAN OAKS CA)

CA

11/21/2003 - 05/04/2006

MML INVESTORS SERVICES, INC. (SHERMAN OAK CA)

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Licenses & Designations

IA

Issued 12/18/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/26/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/20/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gregg Lawrence Turkin.
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