Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kyle? Claim Your ProfileKyle Ashley Turner is a registered investment advisor representative with Fisher Investments, where has been employed since April 2002. Turner has been in the industry since September 1999, working at a number of firms including Prudential Securities Incorporated and E*TRADE Securities, Inc. Turner holds a Series 63, Series 65, Series 7, Series 4 and Series 24 securities license. Turner specializes in providing portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Turner is registered to provide investment advisory services in Texas and Washington.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
04/24/2008 - Present
Fisher Investments (CAMAS WA)
NY
04/20/2001 - 01/08/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/13/1999 - 04/17/2001
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
IA
Issued 07/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2000
Series 4 - Registered Options Principal Examination
BC
Issued 09/01/2000
Series 24 - General Securities Principal Examination
BC
Issued 08/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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