Regan Turner is a CFP-designated registered investment advisor, based in San Rafael, CA, with 23 years of industry experience.
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Regan is involved in numerous business activities, including owning insurance agencies (Professional Financial Specialists Inc, Disability Income Specialists Inc, and High Cotton Risk Advisors) and working for HUB International. Regan also co-owns a dental office and owns multiple real estate rental properties and car washes, and provides investment advisory services through Global Retirement Partners and HUB Retirement and Wealth Management.
Employment History
Current Registrations
HUB International Investment Services INC.Broker
HUB International Investment Services INC.
LPL Financial LLCBroker
Global Retirement Partners LLC
Previous Registrations
On Investment Management CO
The O.N. Equity Sales CompanyBroker
On Investment Management CO
The O.N. Equity Sales CompanyBroker
Intersecurities, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.