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Bradley Steven Turner

Equitable Advisors, LLC

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About Bradley Steven Turner

Bradley Steven Turner is a financial advisor currently registered with Equitable Advisors, LLC and has been in the industry since November 1999. Bradley Steven Turner is also registered with FINRA, the Financial Industry Regulatory Authority. Bradley Steven Turner has been working with clients in areas such as financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Bradley Steven Turner has held past registration with MONY Securities Corporation and First Union Securities, Inc.

Firm Information

Bradley Turner is currently registered with Equitable Advisors, LLC. Equitable Advisors, LLC is a Limited Liability Company formed in 1999 and headquartered in New York, NY. The firm provides financial planning, pension consulting, educational seminars, and selection of other advisors, among other services. They manage assets for individuals, businesses, and charitable organizations. Equitable Advisors, LLC is registered with the SEC and in 53 states.
Equitable Advisors, LLC

1345 AVENUE OF THE AMERICAS

NEW YORK, NY 10105

$32.27B

Assets Under Management

141,324

Total Clients

4,926

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Bradley Turner’s Registration & Firm History

NC

01/14/2022 - Present

Equitable Advisors, LLC (CHARLOTTE NC)

NY

07/02/2002 - 08/16/2004

MONY SECURITIES CORPORATION (NEW YORK NY)

MO

10/01/2000 - 02/22/2002

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

NC

07/11/1999 - 10/01/2000

FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)

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Licenses & Designations

IA

Issued 04/02/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/26/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/27/2000

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 09/27/2000

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/30/2000

Series 7 - General Securities Representative Examination

BC

Issued 07/08/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Bradley Steven Turner. Review regulatory record here.
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