Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Turpen is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Brian is a Certified Financial Planner and has been in the financial services industry since 2005. Brian is registered to provide investment advice in 29 states. Prior to joining Raymond James Financial Services Advisors, Inc., Brian worked at CUNA Brokerage Services, Inc., CUSO Financial Services, L.P., and Edward Jones.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
02/03/2022 - Present
Raymond James Financial Services Advisors, Inc. (Houston TX)
TX
11/07/2013 - 02/04/2022
CUNA BROKERAGE SERVICES, INC. (HOUSTON TX)
TX
01/03/2011 - 11/01/2013
CUSO FINANCIAL SERVICES, L.P. (PT. NECHES TX)
TX
06/02/2008 - 01/03/2011
EDWARD JONES (LAKEWAY TX)
TX
11/08/2005 - 11/28/2007
EDWARD JONES (COLLEGE STATION TX)
BOTH
Issued 01/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/11/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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