Unclaimed
Thomas K. Turner is a financial advisor with Northwest Financial Advisors LLC. Thomas has been in the industry since 1992 and is registered with the state of Virginia as an Investment Advisor Representative. Thomas also holds Series 6, 7, 63 and 65 licenses. Thomas is a Certified Financial Planner. Thomas provides financial planning and investment advisory services to individuals and businesses. Thomas also provides portfolio management for businesses, individuals, and pension consulting.
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.
A percentage of the total value of assets under management is charged.
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2
VA
08/20/2013 - Present
Northwest Financial Advisors LLC (VIENNA VA)
VA
03/30/2004 - 07/17/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (ALEXANDRIA VA)
GA
12/03/2003 - 03/31/2004
PFS INVESTMENTS INC. (DULUTH GA)
IN
08/25/1992 - 11/03/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/25/1992 - 11/03/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/03/1999
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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