James Turk
James Turk is a registered investment advisor at Private Advisor Group, LLC, based in Morristown, NJ, with 23 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
305 Madison Avenue, Morristown, NJ, 07960
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2009Customer Dispute
April 2008Customer Dispute
August 2006Other Business Activities
James operates under the DBA SunHarbor Wealth Advisors for his LPL business, dedicating nearly all of his time to it. He is also an IAR for Private Advisor Group, spending minimal time on this role, and works in maintenance for Sandcastles Inc, dedicating about a quarter of his time.
Employment History
Current Registrations
LPL Financial LLCBroker
Private Advisor Group, LLC
Previous Registrations
LPL Financial LLC
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations17 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.