Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Turner is a financial advisor registered with LPL Financial LLC in Atlanta, GA, and has been working in the financial industry since December 2004. Andrew is also registered with the state of Georgia as an Investment Advisor Representative. He has a variety of licenses, including Series 6, 7, and 66, and SIE. He also has experience with Wells Fargo Clearing Services, LLC and Wells Fargo Advisors LLC in Marietta, GA. Andrew specializes in providing a variety of advisory services, including financial planning, portfolio management for individuals and businesses, and educational seminars.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
03/02/2022 - Present
LPL Financial LLC (ATLANTA GA)
GA
12/16/2004 - 03/09/2022
WELLS FARGO CLEARING SERVICES, LLC (MARIETTA GA)
BOTH
Issued 05/23/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 12/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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