Unclaimed
Donald Franklin Turner is a financial advisor with Cambridge Investment Research Advisors, Inc.. Donald has been in the industry since 1988 and is currently registered with Texas. Donald has worked with various firms in the past including Park Avenue Securities LLC, OneAmerica Securities, Inc. and Ameritas Investment Corp. Donald has a variety of designations and licenses including Series 6, Series 63, and SIE exams. Donald is a Chartered Financial Consultant and provides financial planning, portfolio management, and other services for individuals, businesses, and organizations. Donald has extensive experience in the industry and is committed to providing clients with personalized service and guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
TX
06/16/2021 - Present
Cambridge Investment Research Advisors, Inc. (Austin TX)
TX
09/13/2019 - 07/01/2021
PARK AVENUE SECURITIES LLC (AUSTIN TX)
TX
11/03/2015 - 07/31/2018
ONEAMERICA SECURITIES, INC. (Austin TX)
TX
11/21/2014 - 09/21/2015
SIGNATOR INVESTORS, INC. (CEDAR PARK TX)
TX
10/04/2011 - 12/17/2014
AMERITAS INVESTMENT CORP. (AUSTIN TX)
TX
06/04/2001 - 10/06/2011
ONEAMERICA SECURITIES, INC. (AUSTIN TX)
IN
06/04/2001 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NE
01/06/1997 - 06/27/2001
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
02/01/1996 - 01/31/1997
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MN
05/23/1994 - 12/31/1995
FORTIS INVESTORS, INC. (OAKDALE MN)
NY
11/16/1989 - 12/31/1993
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
09/03/1986 - 11/06/1989
MONY SECURITIES CORP. (NEW YORK NY)
BC
Issued 09/02/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/31/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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