Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Glenn Turner is a financial advisor with over 25 years of experience in the financial services industry. David is a CERTIFIED FINANCIAL PLANNER™ professional and is registered to provide securities and investment advisory services through LPL Financial LLC. David is also a registered investment advisor representative with Good Life Advisors, LLC. David has worked for a number of firms during his career, including Waddell & Reed, Southeast Investments, N.C., Inc., Landoak Securities, LLC, Wachovia Securities, LLC, and Allegheny Investments, Ltd. David holds a variety of licenses and registrations, including Series 6, 7, 26, 63, and 65. David has a strong commitment to providing his clients with personalized financial planning and investment advice. He is dedicated to helping his clients achieve their financial goals.
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
SC
08/23/2023 - Present
LPL Financial LLC (GREENVILLE SC)
SC
03/02/2007 - 02/01/2017
WADDELL & REED (SPARTANBURG SC)
NC
07/22/2005 - 01/22/2007
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
TN
07/15/2003 - 08/01/2005
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
MO
12/09/2002 - 06/19/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
TN
04/23/2001 - 11/11/2002
LANDOAK SECURITIES, LLC (KNOXVILLE TN)
PA
08/12/1998 - 04/20/2001
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
GA
02/05/1998 - 08/19/1998
WMA SECURITIES, INC. (DULUTH GA)
CA
11/05/1996 - 01/01/1998
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
IA
Issued 01/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/1997
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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