Courtney Alan Turnage

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2004 → Present
  Self-Employed
  San Antonio, TX
• 02/2014 → Present
  Gwn Securities Inc
  Palm Beach Gardens, FL

Previous Registrations

• 2006-11-09 → 2014-02-25
  Legend Advisory, Llc
  San Antonio, TX
  Garden Ridge, TX
  Palm Beach Gardens, FL

Other Businesses

TURNAGE WEALTH MANAGEMENT, LLC. POSITION: OWNER. NATURE: DBA - INVESTMENT PLANNING FIRM THAT PROVIDES FINANCIAL ADVICE TO CLIENTS AND IS COMPLIMENTARY TO OUR FINANCIAL PRODUCT OFFERINGS AND INCLUDES LIFE, LTC AND ANNUITY SALES. I DEVOUT 35% OF MY TIME TO THESE ACTIVITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 15 INVESTMENT RELATED HOURS: 0 START DATE: 09/29/2014 DESCRIPTION: OWNER DUTIES,INVESTMENT PLANNING,OPERATIONS STRUCTURED ANNUITY SALES POSITION: Insurance Agent NATURE: Insurance Annuity Sales for structured settlements. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 09/13/2018 ADDRESS: 8620 N. New Braunfels Ave, Suite 212, San Antonio TX 78217, United States DESCRIPTION: I act in the capacity of an insurance agent for structured settlement annuities when required by a court of law. My involvement is receiving structured settlement annuity quotes through a company called Forge Consulting LLC and passing them along to the attorney handling the case. I will deliver the application and necessary documents to the attorney for the court to sign. SOCIETY FOR FINANCIAL AWARENESS Is Not Investment Related, ADDRESS: "19115 FM 2252, Suite 19, Garden Ridge, TX, 78266, United States", Non Profit Organization - Educational, Chapter President and Speaker, START DATE: 7/25/2025, 6 hours per month, 0 hours per month during trading hours, Commission Compensation, DESCRIPTION: As a non profit organization, I will be a speaker on financial topics to bring awareness to individuals and businesses without a sales approach. It allows me to gain position within my community as a source of financial knowledge.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-09-09
• S63 Uniform Securities Agent State Law Examination
  2006-09-06