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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Turbeville is an investment advisor representative with Aria Wealth Management. John has been in the financial services industry since 1977 and has extensive experience in providing financial planning, portfolio management and investment advisory services to individuals, businesses and retirement plans. John holds both Series 63 and Series 65 licenses and is registered as an investment advisor in the state of Arkansas. John has also held several principal licenses and is experienced in providing investment advice for individuals, businesses, retirement plans and charitable 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.
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.
A percentage of the total value of assets under management is charged.
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2
AR
08/12/2024 - Present
Aria Wealth Management (Little Rock AR)
AR
08/05/2005 - 01/26/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LITTLE ROCK AR)
NJ
04/20/2000 - 08/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
05/25/1994 - 05/15/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 05/25/1994
SMITH BARNEY SHEARSON INC. (NEW YORK NY)
NY
03/17/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/09/1981 - 02/23/1988
DEAN WITTER REYNOLDS INC.
NA
09/26/1978 - 04/24/1981
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
03/01/1977 - 09/26/1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
IA
Issued 06/30/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 05/15/1981
Series 24 - General Securities Principal Examination
BC
Issued 04/29/1981
Series 4 - Registered Options Principal Examination
BC
Issued 01/16/1985
Series 15 - Foreign Currency Options Examination
BC
Issued 12/11/1982
Series 5 - Interest Rate Options Examination
BC
Issued 09/08/1977
PC - AMEX Put and Call Exam
BC
Issued 02/19/1977
Series 7 - General Securities Representative Examination
Active
Inactive
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