Unclaimed
Robert Watts Turner is an investment advisor representative. Robert has been working in the financial services industry since April 1986. Robert is currently registered with Empower Advisory Group, LLC, and has been since January 13, 2022. Previous to that, Robert was with EQUITABLE ADVISORS, LLC from July 11, 1985, to March 30, 2021.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IN
01/13/2022 - Present
Empower Advisory Group, LLC (NOBLESVILLE IN)
IN
07/11/1985 - 03/30/2021
EQUITABLE ADVISORS, LLC (INDIANAPOLIS IN)
NY
07/11/1985 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/24/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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