Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles W. Turner is a financial advisor with LPL Financial LLC in Miami, Florida. Charles has been in the industry since May 15, 2000, and has experience with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated. Charles is registered in several states including Florida, Texas, Alabama, California, Georgia, Indiana, New York, and South Carolina. Charles has also passed the Series 7, Series 63, Series 65, and SIE exams. Charles's firm manages over $50 billion in assets for over 168,000 clients.
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.
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2
FL
04/28/2018 - Present
LPL Financial LLC (MIAMI FL)
FL
07/01/2003 - 05/03/2018
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
05/16/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/06/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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