Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Benton Turnage is a financial professional with over 14 years of experience in the financial services industry. David is currently registered with Newedge Advisors in New Orleans, Louisiana. David has a strong background in providing investment advisory services. Prior to joining Newedge Advisors, David was associated with J.P. Morgan Securities LLC and LPL Financial, LLC. David holds Series 7, Series 66, and SIE licenses. David specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. David's commitment to providing personalized financial solutions and a high level of client service has made him a trusted advisor in the New Orleans community.
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.
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.
A percentage of the total value of assets under management is charged.
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LA
09/19/2019 - Present
Newedge Advisors (New Orleans LA)
LA
09/20/2012 - 11/02/2016
J.P. MORGAN SECURITIES LLC (NEW ORLEANS LA)
LA
12/10/2009 - 06/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
MS
01/21/2009 - 03/12/2009
STANFORD GROUP COMPANY (JACKSON MS)
BOTH
Issued 12/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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