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Tracy Turner President and Chief Executive Officer TIC Consultants Tracy Turner has been a Financial Consultant for more than twenty years. For ten years prior to founding Turner Financial Group, Tracy was a Senior Vice President with the Smith Barney Consulting Group, where he managed institutional investment portfolios, and was a nationally recognized speaker. Tracy holds an MBA from the University of Nebraska and has earned the Professional Designation Certified Investment Management Analyst (CIMA) from the Wharton School - University of Pennsylvania. As a Registered Securities Principal, Tracy holds FINRA Series 7, 24, 63 and 65 Securities Licenses. as well as California Life & Health, and Property & Casualty Insurance Licenses. As a transplanted “Cornhusker” Tracy is active in the Nebraska Alumni Association and enjoys a variety of activities including running, SCUBA diving, weight lifting, racquetball, reading, free-lance writing and public speaking. Tracy’s most important activities, though are centered around his wife Cheryl, their two children Ashlee and Taylor, and their Golden Retriever, Roxy (who doubles as the office mascott). - Click here for appearances by Tracy Turner on The Exeter Group Real Estate Talk Radio Show. - Click here for The Turner Top Ten Rules for TIC Investing. TIC Consultants a Division of Turner Financial Group, Inc. 5938 Priestly Drive, Suite 101 Carlsbad, CA 92008
Securities offered through Lighthouse Capital Corporation, 659 Abrego Street, Monterey, CA 93940, Member FINRA/SIPC www.finra.org.
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