Anna Turco
Anna Turco is a registered investment advisor at Osaic Wealth, INC., based in Sherman Oaks, CA, with 30 years of industry experience. Anna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
5420 Sylmar Ave, Unit 219, Sherman Oaks, CA, 91401
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Regulatory History (1)
Customer Dispute
February 2003Other Business ActivitiesSells Insurance
Anna owns Turco Consulting providing tax services and consulting, and also owns and manages rental properties. She is also a licensed insurance agent selling fixed annuities, and works as a FINRA arbitrator and a driver, and makes mortgage referrals.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
National Planning CorporationBroker
Sunamerica Securities, INC.Broker
Wm Financial Services, INC.Broker
Fimco Securities Group, INC.Broker
State Registrations6 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.