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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Turner has been in the financial services industry since 1985. Richard is a Registered Representative and Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Richard also works for Cambridge Investment Research, Inc., a separate subsidiary of Cambridge Investment Research Group, Inc. Richard has Series 7, 24, 63 and 66 licenses. Richard specializes in retirement planning, estate planning, investment planning, insurance planning and tax planning. Richard has a strong track record of success in helping individuals and families achieve their financial goals. Richard has a strong understanding of the investment markets and is committed to providing his clients with personalized financial advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
CO
09/23/2020 - Present
Cambridge Investment Research Advisors, Inc. (Longmont CO)
CO
03/12/2010 - 08/14/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LONGMONT CO)
CO
01/01/2008 - 03/12/2010
WELLS FARGO ADVISORS, LLC (LONGMONT CO)
CO
06/27/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (LONGMONT CO)
CO
09/25/1989 - 06/28/2002
ROCKY MOUNTAIN SECURITIES & INVESTMENTS, INC. (DENVER CO)
NA
07/24/1985 - 09/28/1989
BLINDER, ROBINSON & CO., INC.
BOTH
Issued 02/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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