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Heather Lynn Turner

PNC Investments

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About Heather Lynn Turner

Heather Lynn Turner is an investment advisor representative at PNC Investments. Heather has been in the financial industry since November 1997, working previously at BBVA Securities Inc., BBVA Compass Investment Solutions, Inc., and U.S. Bancorp Piper Jaffray Inc. Heather is registered with FINRA as well as with the state of Arizona. Heather is licensed to provide financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Heather Turner is currently registered with PNC Investments. PNC Investments, a Limited Liability Company formed in 2003, provides investment advisory services across the United States. They manage a wide range of client assets, including those of individuals, high-net-worth individuals, corporations, pension plans, charitable organizations, and churches. PNC Investments offers portfolio management services for individuals and businesses, as well as selection of other advisors. They also participate in wrap fee programs.
PNC Investments

300 FIFTH AVENUE

PITTSBURGH, PA 15222-2722

$23.90B

Assets Under Management

Not reported

Total Clients

1,112

Total Financial Advisors

Services Offered

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Heather Turner’s Registration & Firm History

AZ

08/30/2021 - Present

PNC Investments (SUN CITY AZ)

AZ

05/16/2013 - 08/16/2021

BBVA SECURITIES INC. (PEORIA AZ)

AZ

04/02/2003 - 05/16/2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC (PHOENIX AZ)

MN

03/16/2001 - 04/15/2003

U.S. BANCORP PIPER JAFFRAY INC. (MINNEAPOLIS MN)

NY

11/06/1997 - 03/19/2001

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/22/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/06/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/04/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Heather Lynn Turner.
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