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Scott M Turner

World Investment Advisors, LLC

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About Scott M Turner

Scott Turner is an active investment advisor representative with World Investment Advisors, LLC. Scott has been in the financial industry since 1994. Scott has held previous positions with Ameriprise Financial Services, LLC, and Raymond James Financial Services, Inc. Scott has a wide range of experience in the financial industry.

Firm Information

Scott Turner is currently registered with World Investment Advisors, LLC. World Investment Advisors, LLC is an investment advisor headquartered in Santa Barbara, California. The firm provides a variety of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals, businesses, and pooled investment vehicles. They have over 190 investment advisor representatives and manage over $37 billion in assets for clients including pension and profit sharing plans, individuals, charitable organizations, corporations, and pooled investment vehicles.
World Investment Advisors, LLC

24 E. COTA STREET

SANTA BARBARA, CA 93101

$37.76B

Assets Under Management

5

Total Clients

238

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Scott Turner’s Registration & Firm History

OH

06/28/2024 - Present

World Investment Advisors, LLC (COLUMBUS OH)

OH

06/04/2021 - 07/25/2024

RAYMOND JAMES FINANCIAL SERVICES, INC. (Columbus OH)

OH

04/23/2009 - 06/07/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Akron OH)

OH

10/05/1994 - 10/05/2009

AMERIPRISE ADVISOR SERVICES, INC. (MAYFIELD OH)

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Licenses & Designations

IA

Issued 02/16/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/19/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 03/01/2000

Series 24 - General Securities Principal Examination

BC

Issued 03/01/1996

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/2006

Series 31 - Futures Managed Funds Examination

BC

Issued 10/04/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott M Turner.
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