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Paul John Turco

Bull & Bear Advisors LLC

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About Paul John Turco

Paul John Turco is an Investment Advisor Representative registered with Bull & Bear Advisors LLC in Florida, Illinois, and Texas. Paul has been in the industry since 2001 and holds the Series 65 license. Paul has experience in the financial services industry, including a period working with Alpha Advisors, Inc. Paul is also invested in a hedge fund, Bull and Bear Trading LP that may be recommended to clients. Paul also assists with data analysis for this firm. Paul specializes in financial planning and portfolio management for individuals and holds the Certified Financial Planner designation.

Firm Information

Paul Turco is currently registered with Bull & Bear Advisors LLC. Bull & Bear Advisors LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They currently manage approximately $33.6 million in assets for 59 clients.

$33.64M

Assets Under Management

Not reported

Total Clients

2

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 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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percentage of assets

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

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Paul Turco’s Registration & Firm History

FL

09/29/2021 - Present

Bull & Bear Advisors LLC (SARASOTA FL)

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Licenses & Designations

IA

Issued 01/31/2020

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Paul John Turco.
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