Unclaimed
Douglas John Turner is a financial advisor with over 40 years of experience. Turner is currently registered with Cambridge Investment Research Advisors, Inc. and has previously been registered with JANNEY MONTGOMERY SCOTT LLC and PARKER/HUNTER INCORPORATED. Turner holds multiple securities licenses and is licensed to conduct business in numerous states. Turner provides various advisory services to individuals, corporations, pension and profit-sharing plans, and state or municipal government entities. Turner specializes in portfolio management and financial planning.
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
PA
11/13/2019 - Present
Cambridge Investment Research Advisors, Inc. (Pittsburgh PA)
PA
06/25/2005 - 07/18/2011
JANNEY MONTGOMERY SCOTT LLC (SEWICKLEY PA)
PA
08/25/1982 - 06/25/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
IA
Issued 04/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/08/2017
Series 24 - General Securities Principal Examination
BC
Issued 03/21/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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