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Matthew Ian Turner

Westpark Capital, Inc.

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About Matthew Ian Turner

Matthew Turner is a financial professional with over 20 years of experience in the financial services industry. Matthew is currently registered with Westpark Capital, Inc. and is licensed to conduct business in 21 states. Matthew's areas of expertise include financial planning, portfolio management, and selection of other advisors. Matthew provides financial advice to individuals and businesses and specializes in investment management, retirement planning, and college savings.

Firm Information

Matthew Turner is currently registered with Westpark Capital, Inc.. Westpark Capital, Inc. is a registered investment advisor headquartered in Los Angeles, California. Established in 1995, the firm provides financial planning and portfolio management services for individuals. They have a total of 200 clients and manage approximately $29,970,039 in assets. Westpark Capital is registered in 53 states and the District of Columbia.
Westpark Capital, Inc.

1800 CENTURY PARK EAST

LOS ANGELES, CA 90067

$29.97M

Assets Under Management

Not reported

Total Clients

41

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Matthew Turner’s Registration & Firm History

FL

11/27/2012 - Present

Westpark Capital, Inc. (BOCA RATON FL)

FL

07/12/2010 - 11/16/2012

LAIDLAW & COMPANY (UK) LTD. (FT. LAUDERDALE FL)

FL

03/17/2009 - 07/08/2010

JESUP & LAMONT SECURITIES CORP (FT. LAUDERDALE FL)

FL

04/29/2002 - 03/27/2009

GUNNALLEN FINANCIAL, INC (FT. LAUDERDALE FL)

NJ

08/10/2001 - 05/03/2002

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

PA

05/15/2000 - 08/28/2001

FIRST LIBERTY INVESTMENT GROUP, INC. (PHILADELPHIA PA)

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Licenses & Designations

BOTH

Issued 11/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/11/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Matthew Ian Turner. Review regulatory record here.
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