Andrew Tang
Investment adviser representative at Turner Financial Group, Inc.
8 yearsExperience
3 statesRegistered in
$229.6MFirm assets
2 yearsFirm in business
Are you Andrew Tang? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
8 years in the industry.
- Turner Financial Group, Inc.Feb 2021 to now
- Arete Wealth Advisors LLCJan 2021 to Jan 2021
- Claraphi Advisory Network, LLCAug 2013 to Jan 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 3 states (AL, FL, NY).
Turner Financial Group, Inc.
$229.6MAssets managed
620Clients
8Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3157581
- Firm CRD
- 134204