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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Geoffrey? Claim Your ProfileGeoffrey Colin Turner is a financial advisor currently registered with LPL Financial LLC. Geoffrey has been in the financial industry since 2000 and has worked for a number of firms including Truist Investment Services, Inc., BB&T Securities, LLC, and LINSCO/Private Ledger Corp. Geoffrey's experience includes providing financial planning, portfolio management, and consulting services. Geoffrey has a wide range of experience working with a variety of clients, including individuals, families, businesses, and non-profit organizations.
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.
Consulting and other non-discretionary advisory services
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.
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2
GA
04/17/2024 - Present
LPL Financial LLC (RICHMOND HILL GA)
GA
02/17/2021 - 04/15/2024
TRUIST INVESTMENT SERVICES, INC. (SAVANNAH GA)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
GA
10/17/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (RINCON GA)
SC
03/01/2006 - 10/26/2006
LINSCO/PRIVATE LEDGER CORP. (OKATIE SC)
GA
04/21/2005 - 02/15/2006
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NE
07/13/2004 - 04/29/2005
ALLSTATE FINANCIAL SERVICES, LLC (LINCOLN NE)
NC
05/19/2003 - 07/15/2004
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
NC
12/21/2001 - 05/19/2003
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NY
09/02/1999 - 12/20/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/12/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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