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Brian Christpoher Turner

Procyon Advisors, LLC

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About Brian Christpoher Turner

Brian Turner is an investment advisor representative currently registered with Procyon Advisors, LLC. Brian is also registered with the state of Maryland. Brian has 15 years of experience in the securities industry. Brian is active in the investment advisor business and has worked for several firms including Wells Fargo Clearing Services, LLC and UBS Financial Services Inc. Brian's specializations include Retirement Planning, Asset Allocation, Mutual Funds and ETFs, Stock Selection and Fixed Income. Procyon Advisors, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting, financial planning and selection of other advisors.

Firm Information

Brian Turner is currently registered with Procyon Advisors, LLC. Procyon Advisors, LLC is a registered investment advisor based in Shelton, Connecticut. The firm provides a range of services to individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and other clients, including financial planning, pension consulting, selection of other advisors, and portfolio management for individuals and pooled investment vehicles. The firm currently manages over $6 billion in assets.
Procyon Advisors, LLC

1 CORPORATE DRIVE

SHELTON, CT 06484

$6.28B

Assets Under Management

Not reported

Total Clients

38

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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percentage of assets

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

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Brian Turner’s Registration & Firm History

CT

11/04/2022 - Present

Procyon Advisors, LLC (SHELTON CT)

MD

02/06/2009 - 11/10/2022

WELLS FARGO CLEARING SERVICES, LLC (ELLICOTT CITY MD)

MD

12/20/2007 - 02/24/2009

UBS FINANCIAL SERVICES INC. (BALTIMORE MD)

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Licenses & Designations

BOTH

Issued 01/18/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/29/2008

Series 31 - Futures Managed Funds Examination

BC

Issued 12/19/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Christpoher Turner. Review regulatory record here.
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