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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Austin? Claim Your ProfileAustin Turner is a financial advisor with Fidelity Personal And Workplace Advisors, a firm with over $800 Billion in assets under management. Austin is a Certified Financial Planner® professional with over 15 years of experience in the financial industry. Austin is registered as a broker-dealer in over 20 states and an investment advisor in Kansas, Missouri and Texas. Austin's experience includes advising high-net-worth individuals, corporations and pension plans. Austin offers a variety of financial planning services, including retirement planning, investment management and estate planning. Fidelity Personal And Workplace Advisors is a firm that specializes in providing financial advice to individuals and families. The firm also provides financial planning services to corporations and other institutions.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
08/12/2022 - Present
Fidelity Personal AND Workplace Advisors (OVERLAND PARK KS)
KS
07/15/2021 - 07/07/2022
LPL FINANCIAL LLC (OVERLAND PARK KS)
KS
12/08/2008 - 09/08/2021
WADDELL & REED (OVERLAND PARK KS)
KS
08/26/2011 - 02/11/2020
IVY DISTRIBUTORS, INC. (OVERLAND PARK KS)
MO
02/16/2007 - 03/25/2008
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
IA
Issued 05/08/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/18/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/15/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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