Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wyatt Turner is a financial advisor who has been in the industry since 1968. David is currently registered with Raymond James & Associates, Inc. David has previously worked at MORGAN KEEGAN & COMPANY, INC., WACHOVIA SECURITIES, LLC, PRINCIPAL FINANCIAL SECURITIES,INC., and ROTAN MOSLE INC. David has passed several industry exams including the Series 63, Series 65, Series 7TO, Series 9, Series 10, Series 4 and Series 40. David is a member of the Boys & Girls Clubs of Greater Fort Worth & Tarrant County Endowment Fund. David's areas of specialization include Retirement Planning, College Savings, Estate Planning, Insurance, and Asset Management.
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.
Please see note in schedule d - miscellaneous
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.
1
2
TX
05/06/2013 - Present
Raymond James & Associates, Inc. (Fort Worth TX)
TX
02/02/2007 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (FT. WORTH TX)
TX
05/11/1998 - 02/05/2007
WACHOVIA SECURITIES, LLC (FORT WORTH TX)
TX
03/15/1968 - 05/11/1998
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
NA
11/14/1978 - 06/03/1979
ROTAN MOSLE INC.
IA
Issued 05/05/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/19/1980
Series 4 - Registered Options Principal Examination
BC
Issued 09/21/1976
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/1968
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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