JT
John Turbeville
from Aria Wealth Management
John Turbeville is a financial advisor based in California, Saratoga,
with 39 years of experience. John currently works for
Aria Wealth Management.
John maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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John Turbeville works at Aria Wealth Management
Aria Wealth Management is a financial advisory firm based in Saratoga, California. It currently has approximately $90,310,526 of assets under management and employs about 10 people. Aria Wealth Management uses a fee structure of a percentage of assets under your management and hourly charges.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
16 years
Fee structure
A percentage of assets under your management and hourly charges
Office location
20640 3rd Steet, Suite 300, Saratoga, California, 95070
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