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Turkessa Ferrer-Babich

Westside Financial Advisors LLC

Los Angeles, CA

CRD 7391514

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Employer firm

Westside Financial Advisors LLC CRD 308953

$6.24M regulatory AUM 2 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Westside Financial Advisors Llc

814 South Westgate Ave Suite 270, Los Angeles, CA 90049 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED_RES 2021-06-18
  • CA RA
    APPROVED_RES
    Since 2021-06-18

Branch Locations

814 South Westgate Ave Suite 270, Los Angeles, CA 90049 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Turpera Group Ltd Beverly Hills CA 01/2011 Present
Mary Wilson Ent., Inc. Henderson NV 01/1994 Present
Westside Financial Los Angeles CA 06/2021 Present
  • 01/2011 → Present
    Turpera Group Ltd
    Beverly Hills, CA
  • 01/1994 → Present
    Mary Wilson Ent., Inc.
    Henderson, NV
  • 06/2021 → Present
    Westside Financial
    Los Angeles, CA
Other Businesses

I have been running a entertainment company for over years.

View on SEC IAPD

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