Thomas K. Turner

CFP

33 Years of Experience

1 DisclosureBrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningInsurance PlanningEducation Planning

Northwest Financial Advisors LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

2,583 clients

Average Client Portfolio

$745K average

Assets Under Management

$1.9B

Fee Structure

Minimum Investment:None

Location

231 Maple Avenue, East, Vienna, VA, 22180

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History

Regulatory History (1)

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Customer Dispute

July 2008

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Thomas is an employee of NW Financial Group, LLC and provides investment advisory services through Northwest Financial Advisors LLC. He also works as a life insurance agent for Northwest Insurance Agency LLC, dedicating a few hours per week to this activity.

Employment History

Current Registrations

Northwest Financial Advisors LLC

August 2013 - Present · 12 yrs 6 mos

Northwest Financial Group LLCBroker

September 2008 - Present · 17 yrs 5 mos

LPL Financial LLC

September 2008 - Present · 17 yrs 5 mos

LPL Financial LLCBroker

September 2008 - Present · 17 yrs 5 mos

Previous Registrations

Northwest Financial LLC

October 2008 - August 2013 · 4 yrs 10 mos

LPL Financial LLC

September 2008 - August 2013 · 4 yrs 11 mos

Financial Network Investment Corporation

August 2004 - July 2008 · 3 yrs 11 mos

Financial Network Investment CorporationBroker

March 2004 - July 2008 · 4 yrs 4 mos

PFS Investments INC.Broker

December 2003 - March 2004 · 3 mos

Lincoln Financial Advisors Corporation

August 1997 - November 2003 · 6 yrs 3 mos

Lincoln Financial Advisors CorporationBroker

August 1992 - November 2003 · 11 yrs 3 mos

The Lincoln National Life Insurance CompanyBroker

August 1992 - November 2003 · 11 yrs 3 mos

State Registrations32 states

AZCACOCTDCDEFLGAILINKYMAMDMIMNMSNCNJNVNYOHOKPARISCSDTNTXVAWAWIWV

AdvisorBrokerBoth

Exams

No exam information available for this advisor.