- -Estate Planning
- -Comprehensive Financial Planning
- -Retirement Planning
- -College Planning
- -Charitable Planning
- -Other Financial Planning
- -Life Insurance
- -Long-Term Care Insurance
- -Other Insurance
- -Defined Benefit
- -Other Pension Consulting
- -Individuals and/or Small Businesses
- -Investment Companies
- -Businesses or Institutional Clients
- -Other Portfolio Management
Funds Used With Clients
Firm Client types
|Pensionmark Financial Group, LLC||3 years, 6 months||Aug 2015 - Present|
|The 401K Source||12 years, 8 months||Jun 2006 - Present|
|The 401K Source, Inc.||14 years, 11 months||Mar 2004 - Present|
|Lpl Financial, LLC||16 years, 4 months||Mar 1999 - Jul 2015|
Designations & Memberships
Investment Management Consultants AssociationMembershipIMCA—Investment Management Consultants Association—was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings—membership, conferences, research, and publications. IMCA sets the standards and practices for the investment management consulting profession and provides investment consultants with the credentials and tools required to best serve their clients.
Accredited Investment Fiduciary AnalystDesignationThe AIFA designees hold the knowledge necessary to understand and implement a prudent process for Investment Stewards, Investment Advisors, and Investment Managers and can perform fiduciary assessments to verify or certify an entity's conformity to CEFEX's Global Fiduciary Standard of Excellence.
Certified Investment Management AnalystDesignationThis designation focuses on asset allocation, ethics, due diligence, risk measurement, investment policy and performance measurement.
Articles and Answers
Insights by Thomas Turner
AnswersAsk a financial questionAsk a question
|Bull vs. Bear Market?
Although the terminology used by stock brokers and Wall Street people may seem complicated with jargon, but the easiest to explain and understand is the terms of bull and bear. First off the Bull market refers to investors who believe that the market or individual stocks will rise in value. As for t...  (more)
Answered Mar 2012
Licenses & Conducts
$51.0MTotal Assets Under Management
$0Total Assets Under Advisement
20number of clients
$2.6MEstimated Average Account Balance Per Client
The 401K Source, Inc.
$70.0MTotal Assets Under Management
N/ATotal Assets Under Advisement
$388.9KEstimated Average Account Balance