Unclaimed
Richard Turner is a financial advisor who has been in the industry since 2019. He is currently registered with Edward Jones and holds Series 7TO, SIE, and Series 66 licenses. Richard has experience working at Wells Fargo Clearing Services, LLC and Vanguard Marketing Corporation. He specializes in working with individuals, corporations, and charitable organizations. Richard is committed to providing clients with personalized financial advice and helping them achieve their goals.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
MO
12/12/2023 - Present
Edward Jones (ST LOUIS MO)
AZ
10/21/2020 - 08/11/2023
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
IA
08/26/2019 - 12/17/2019
WELLS FARGO CLEARING SERVICES, LLC (DAVENPORT IA)
BOTH
Issued 11/30/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/26/2019
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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