Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Turner is a Registered Investment Advisor at RWA Wealth Partners, with over 10 years of experience in the financial services industry. Sean is a graduate of Virginia Military Institute and holds the Series 65 and SIE licenses. Sean is passionate about helping clients achieve their financial goals through customized wealth management strategies. Sean specializes in financial planning, portfolio management, and estate planning for high-net-worth individuals, families, and charitable organizations. Sean currently works from the Boston office of RWA Wealth Partners located at Prudential Tower, 800 Boylston Street, Boston, MA.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
12/06/2023 - Present
RWA Wealth Partners (Boston MA)
IA
Issued 05/13/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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