Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Turner? Claim Your ProfileTurner Dax Symonds is a registered representative and investment advisor representative, licensed in Texas. Turner has been working in the industry since October 2022. Turner is currently registered with Kestra Advisory Services, LLC and holds licenses Series 66, Series 7TO and SIE. Turner has over 160 hours of experience with Kestra Advisory Services, LLC and provides investment advisory services. Turner also provides insurance related services through Symonds Wealth Management.
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.
A percentage of the total value of assets under management is charged.
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TX
03/13/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
BOTH
Issued 03/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/23/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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