Investment adviser representative · 401k Assist, LLC
Christine A. Turnbull
CRD 2870462 · San Clemente, CA
At a glance
Christine A. Turnbull is an investment adviser representative with 401k Assist, LLC in San Clemente, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Christine’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- 401k Assist, LLCSince April 2019San Clemente, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Christine’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
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