Unclaimed
Rodney Duff Turner is a financial advisor with over 20 years of experience in the industry. Rodney currently works with Cambridge Investment Research Advisors, Inc. and has held positions with other firms such as LPL Financial LLC and Merrill Lynch. Rodney's areas of specialization include retirement planning, college savings, and estate planning.
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
AZ
06/08/2017 - Present
Cambridge Investment Research Advisors, Inc. (Sedona AZ)
MI
06/10/2011 - 07/24/2014
LPL FINANCIAL LLC (TECUMSEH MI)
MI
12/16/2005 - 06/15/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ANN ARBOR MI)
MO
10/15/2002 - 12/20/2005
EDWARD JONES (ST. LOUIS MO)
IA
Issued 03/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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