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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Turner is a financial advisor with Cambridge Investment Research Advisors, Inc. Briana has been in the financial services industry for over 4 years, providing financial planning and investment advice to clients. Briana holds the Series 63, 65, 24, 26, 51 and 7 licenses. Briana is registered with the state of Virginia. Briana is committed to helping clients reach their financial goals, and she is passionate about building long-term relationships with her clients. Briana's previous employment was with Lincoln Financial Securities Corporation.
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.
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.
Solicitation fees from 3rd party money managers
1
2
VA
01/20/2023 - Present
Cambridge Investment Research Advisors, Inc. (Virginia Beach VA)
VA
09/02/2019 - 04/28/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (VIRGINIA BEACH VA)
IA
Issued 01/17/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 24 - General Securities Principal Examination
BC
Issued 09/10/2021
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/26/2019
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/31/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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