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Turner Richard Miller

Parnassus Investments, LLC

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About Turner Richard Miller

Turner Miller is an investment advisor representative who has been active in the industry since October 2009. Miller is a Chartered Financial Analyst and currently holds registrations as a broker-dealer and investment advisor representative with Parnassus Investments, LLC in San Francisco, California. Prior to that, Miller was employed with LPL FINANCIAL LLC. Miller has a strong focus on portfolio management for individuals, businesses, pooled investment vehicles and investment companies.

Firm Information

Turner Miller is currently registered with Parnassus Investments, LLC. Parnassus Investments, LLC is a San Francisco, CA-based investment advisor with over $46 billion in regulatory assets under management. The firm provides portfolio management services to individuals, businesses, pooled investment vehicles, investment companies, and other investment advisors. Parnassus Investments' client base includes high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and sovereign wealth funds.
Parnassus Investments, LLC

1 MARKET STREET

SAN FRANCISCO, CA 94105

$46.52B

Assets Under Management

8

Total Clients

17

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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Turner Miller’s Registration & Firm History

CA

12/10/2021 - Present

Parnassus Investments, LLC (SAN FRANCISCO CA)

CA

10/15/2009 - 10/07/2015

LPL FINANCIAL LLC (SAN DIEGO CA)

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Licenses & Designations

BOTH

Issued 10/03/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/14/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Turner Richard Miller.
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