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Brian Andrew Turner

Facet

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About Brian Andrew Turner

Brian Andrew Turner is an investment advisor representative at Facet. Brian is licensed to sell securities in Texas and Utah. Brian is also a Certified Financial Planner. Brian has been a registered investment advisor for over 10 years and has experience with a variety of financial firms. Brian specializes in financial planning and portfolio management. Brian is dedicated to helping individuals and families reach their financial goals. Brian is a highly experienced and qualified investment advisor representative with a strong track record of success.

Firm Information

Brian Turner is currently registered with Facet. Facet is an investment advisor headquartered in BALTIMORE, MD with approximately $1 billion - $10 billion in assets under management. They provide financial planning and portfolio management for individuals and high-net-worth individuals. They have 58 investment advisor representatives and 34,597 total accounts.
Facet

400 EAST PRATT STREET

BALTIMORE, MD 21202

$3.87B

Assets Under Management

2,957

Total Clients

71

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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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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Brian Turner’s Registration & Firm History

UT

10/04/2022 - Present

Facet (Enterprise UT)

AZ

08/07/2017 - 11/05/2020

VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)

UT

01/14/2013 - 06/30/2017

E*TRADE SECURITIES LLC (SANDY UT)

UT

09/12/2012 - 01/28/2013

MORGAN STANLEY (SOUTH JORDAN UT)

NV

06/27/2008 - 01/04/2010

CUNA BROKERAGE SERVICES, INC. (MESQUITE NV)

UT

04/02/2007 - 06/19/2008

MORGAN STANLEY & CO. INCORPORATED (SOUTH JORDAN UT)

UT

06/21/2005 - 04/02/2007

MORGAN STANLEY DW INC. (WEST VALLEY UT)

WI

11/10/1997 - 10/30/2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

WI

01/06/1998 - 01/01/2002

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 10/01/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 11/08/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/30/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/11/2012

Series 7 - General Securities Representative Examination

BC

Issued 11/07/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Andrew Turner.
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