Jacob Turley is a CFP-designated registered investment advisor, based in Kalispell, MT, with 11 years of industry experience.
Location
180 4th Ave West N, Kalispell, MT, 59901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jacob is the President, CEO, and Owner of American Financial Services, Inc., operating and overseeing all tax-related business including tax preparation, bookkeeping, and payroll, and managing the investment practice. This takes about a full-time commitment.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations15 states
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