Unclaimed
Brandon Earl Turner is a financial advisor at LPL Financial LLC in Fort Mill, South Carolina. Brandon has been in the financial industry since 2005. Brandon has a wide range of experience, having worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, BANC of America Investment Services, Inc., and HarrisDirect LLC. Brandon has a strong background in financial planning, portfolio management, and investment advisory services. Brandon is a registered representative and investment advisor representative in South Carolina. Brandon has a strong commitment to providing his clients with personalized financial advice and guidance.
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
SC
09/26/2016 - Present
LPL Financial LLC (FORT MILL SC)
NC
10/23/2009 - 12/03/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
10/24/2005 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NJ
04/29/2005 - 10/03/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
BOTH
Issued 06/01/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/03/2014
Series 4 - Registered Options Principal Examination
BC
Issued 05/06/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/16/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/22/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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