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Chuck TurnerCA License No. 0E40655
Phone: (949) 223-8214 Chuck has a strong background in business and finance. He was Vice President of Marketing of a Fortune 500 company, and then President of a diversified company with 800 employees. He has a Ph.D. in psychology from UCLA andis also a Registered Representative and an Investment Advisor Representative with Securian Financial Services Inc., member FINRA/SIPC. He specializes in estate planning for high net worth individuals, life insurance, and in financial advice to business owners. Chuck’s Value Statement: 
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4001 MacArthur Blvd., 3rd Floor Phone: |
Tax & Financial Group is independently operated, and offers its own suite of products and services entirely independent of Securian.
Certain individuals associated with Tax & Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA/SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. Additional information about individuals registered with FINRA can be found on FINRA’s BrokerCheck. For information about which individuals associated with Tax & Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian’s behalf, please contact Securian at 1-800-820-4205.
Tax & Financial Group, 4001 MacArthur Blvd., 3rd Floor, Newport Beach, CA, 92660
(949) 223-8100 or Toll Free (800) 373-2177
Copyright 2012 Tax & Financial Group, Securian Financial Network. All Rights Reserved.