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LOCATION INFO
9500 Heritage Hills Cir.
Lone Tree, CO 80124
Phone: (303) 799-4565
Toll Free: (877) 379-2323
Fax: (303) 799-4564
ABOUT THIS LOCATION
The Mutual Fund Store in Lone Tree serves the areas of Lone Tree, Highlands Ranch and Littleton to assist clients in meeting their financial goals. Visit with us to discuss a customized investment plan and our unique services like Easy 401(k) Rollover and Retirement Paycheck.
Charles Turner
CFP®
Vice President of Investments
Joined The Mutual Fund Store in 2007.
Successfully completed the Series 65 license administered by FINRA.
Earned the distinction of CERTIFIED FINANCIAL PLANNER
TM
.
B. S. degree in computer science from University of Illinois. Master’s of Science degree in information systems management from Aurora University in Aurora, Ill.
Hobbies include running, hiking and reading.
Married to Jackie. They have two sons, Kyle and Kevin.
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