Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Randall Turner is a financial advisor with over 30 years of experience in the industry. Currently, Richard is registered with LPL Financial LLC and has been since February 2018. Prior to LPL Financial LLC, Richard was registered with SII INVESTMENTS, INC., ROYAL ALLIANCE ASSOCIATES, INC., FORTIS INVESTORS, INC., and FIRST INVESTORS CORPORATION. Richard holds various licenses and certifications, including Series 6, 63, 26, and SIE. Richard is registered in multiple states including California, Connecticut, Florida, Georgia, Hawaii, Maine, Massachusetts, New Hampshire, North Carolina, Rhode Island, Tennessee, and Vermont. Richard specializes in a wide range of investment services, including financial planning, portfolio management, and pension consulting. Richard is committed to providing clients with personalized financial advice and guidance.
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.
Consulting and other non-discretionary advisory services
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.
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2
MA
02/14/2018 - Present
LPL Financial LLC (NORWELL MA)
MA
12/16/2009 - 02/14/2018
SII INVESTMENTS, INC. (NORWELL MA)
MA
09/04/1992 - 12/18/2009
ROYAL ALLIANCE ASSOCIATES, INC. (HINGHAM MA)
MN
09/29/1993 - 12/31/1994
FORTIS INVESTORS, INC. (OAKDALE MN)
NJ
08/23/1984 - 09/08/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 11/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/03/1986
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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