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Cheri Anne Turner

Client First Capital, LLC

San Diego, CA

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Current Employers
Client First Capital, Llc

San Diego, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-10-23
  • CA RA
    APPROVED
    Since 2025-10-23

Branch Locations

San Diego, CA • 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
Client First Capital, Llc San Diego CA 07/2023 Present
College For Financial Planning San Diego CA 01/2022 07/2023
San Diego Mesa College San Diego CA 01/2020 01/2022
Turner Property Services San Diego CA 09/2012 01/2020
  • 07/2023 → Present
    Client First Capital, Llc
    San Diego, CA
  • 01/2022 → 07/2023
    College For Financial Planning
    San Diego, CA
  • 01/2020 → 01/2022
    San Diego Mesa College
    San Diego, CA
  • 09/2012 → 01/2020
    Turner Property Services
    San Diego, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-07
  • S65 Uniform Investment Adviser Law Examination
    2023-11-07
Designations

View on SEC IAPD

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