Unclaimed
Colton Joseph Turner is a financial advisor at Raymond James Financial Services Advisors, Inc. Colton has been in the financial industry since January 28, 2019, and is registered with the state of Colorado and FINRA. Colton is a Certified Financial Planner and holds the Series 66, Series 7, and SIE licenses. Colton has previously worked with AXA Advisors, LLC and CUSO Financial Services, L.P. Colton is also an Associate/Employee at Bank of Colorado Investment Services and Bank of Colorado.
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
CO
01/31/2025 - Present
Raymond James Financial Services Advisors, Inc. (Windsor CO)
WY
01/27/2020 - 02/05/2021
CUSO FINANCIAL SERVICES, L.P. (CHEYENNE WY)
CO
12/19/2018 - 06/28/2019
AXA ADVISORS, LLC (ENGLEWOOD CO)
NY
11/15/2018 - 11/20/2018
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 02/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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