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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wayne Turner is an Investment Advisor Representative associated with Tradeway. David is registered with the state of Texas as an Investment Advisor Representative. David's firm manages approximately $68 million in assets for approximately 34,600 clients. Tradeway has an office in Mexia, Texas. David has passed the Uniform Investment Adviser Law Examination (Series 65) and has been in the industry for several years. David's firm provides financial planning, educational seminars, and publication of periodicals. David also has experience with portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
02/23/2024 - Present
Tradeway (MEXIA TX)
IA
Issued 01/25/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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