Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Wesley Turley is a financial advisor at Independent Financial Group, LLC. Robert has over 35 years of experience in the financial services industry. Robert has a strong track record of helping clients achieve their financial goals. Robert specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Robert is committed to providing personalized service and helping his clients make informed financial decisions.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
FL
06/13/2005 - Present
Independent Financial Group, LLC (NEW PORT RICHEY FL)
AZ
11/12/2001 - 06/16/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
IN
02/22/2000 - 11/19/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
NY
03/25/1999 - 01/27/2000
PRIME CAPITAL SERVICES, INC. (POUGHKEEPSIE NY)
NY
01/05/1996 - 03/26/1999
LIFEMARK SECURITIES CORP. (ROCHESTER NY)
NJ
06/12/1986 - 01/26/1996
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 04/05/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2005
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 06/09/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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