Unclaimed
Darren Robert Turner is a financial advisor who has been active in the industry since 1999. Darren is currently registered with Jaffe Tilchin Investment Partners, LLC. Darren has a series 6, 7, and 63 license. Darren has also earned the Certified Financial Planner designation. Darren is a managing member of Turner & Associates Financial, LLC, and spends around 40 hours per month working with the firm to sell insurance products. Darren has experience working with clients such as individuals, trusts, charitable organizations, corporations, and pension and profit-sharing plans. Darren primarily provides financial planning, pension consulting, and portfolio management services to 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
FL
01/19/2012 - Present
Jaffe Tilchin Investment Partners, LLC (TAMPA FL)
FL
12/13/2006 - 08/25/2011
VALIC FINANCIAL ADVISORS, INC. (TAMPA FL)
FL
06/14/2004 - 12/18/2006
WACHOVIA SECURITIES, LLC (LAND O'LAKES FL)
NE
09/11/2000 - 03/03/2004
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
MA
03/15/2000 - 09/21/2000
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NE
05/27/1998 - 12/11/1998
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
BC
Issued 03/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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