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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Michael Turner is an investment advisor representative with Integrated Wealth Concepts LLC. Douglas has been in the industry for 29 years and has worked for several firms, including Coburn & Meredith, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Mutual Service Corporation. Douglas is registered with the state of Connecticut and several other states. Douglas holds the Series 7, Series 6, Series 63, Series 65, and SIE licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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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CT
07/12/2021 - Present
Integrated Wealth Concepts LLC (SOUTH WINDSOR CT)
CT
09/17/2015 - 07/12/2021
COBURN & MEREDITH, INC. (SIMSBURY CT)
CT
02/07/2005 - 09/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HARTFORD CT)
MA
03/04/2004 - 08/20/2004
MUTUAL SERVICE CORPORATION (BOSTON MA)
AZ
01/15/2003 - 02/09/2004
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MN
01/16/2002 - 04/23/2002
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
CA
04/23/1992 - 12/31/2001
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
IA
Issued 04/01/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/14/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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