Unclaimed
Todd Anthony Turner is a financial advisor with Independent Financial Group, LLC, with over 20 years of experience in the financial services industry. Todd specializes in working with high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Todd also has a long history of working with Signator Investors, Inc., where Todd was a Managing Director for Henderson Financial Group, Inc., a DBA name for marketing purposes.
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.
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.
1
2
TN
10/28/2022 - Present
Independent Financial Group, LLC (BRENTWOOD TN)
TN
11/02/2018 - 11/01/2022
ROYAL ALLIANCE ASSOCIATES, INC. (BRENTWOOD TN)
TN
06/17/2009 - 11/02/2018
SIGNATOR INVESTORS, INC. (BRENTWOOD TN)
TX
08/01/2002 - 08/08/2005
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MO
06/08/2000 - 08/01/2002
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
05/28/1997 - 03/16/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
BOTH
Issued 07/06/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2009
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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