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Lisa M Turner

Kestra Private Wealth Services, LLC

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About Lisa M Turner

Lisa Turner is a financial advisor with Kestra Private Wealth Services, LLC. Lisa has been in the financial services industry since 2003. Lisa is licensed to provide investment advice in Texas, Utah and other states. Lisa also holds Series 63, Series 66 and Series 7 licenses and the SIE certification. Prior to joining Kestra Private Wealth Services, LLC, Lisa was with Edward Jones. Lisa also provides services at KateLLA Wealth Management.

Firm Information

Lisa Turner is currently registered with Kestra Private Wealth Services, LLC. Kestra Private Wealth Services, LLC is an independent wealth management firm headquartered in Austin, TX. The firm offers financial planning, portfolio management for individuals and businesses, and pension consulting services. They manage over $7.3 billion in assets for individuals, corporations, charitable organizations, insurance companies, and pension plans. Kestra Private Wealth Services has over 150 financial advisors and investment professionals who provide customized wealth management solutions to help clients achieve their financial goals.
Kestra Private Wealth Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$7.30B

Assets Under Management

95

Total Clients

170

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Lisa Turner’s Registration & Firm History

TX

07/01/2022 - Present

Kestra Private Wealth Services, LLC (AUSTIN TX)

UT

01/29/2003 - 05/31/2022

EDWARD JONES (SOUTH JORDAN UT)

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Licenses & Designations

BOTH

Issued 03/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/17/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/28/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Lisa M Turner. Review regulatory record here.
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