Unclaimed
William Edward Turner is a financial professional with over 25 years of experience in the industry. He is currently registered with Eagle Strategies LLC as a Registered Representative and Investment Advisor Representative. William has previously been associated with Franklin Financial Services Corporation in Houston, TX. William has a strong track record of success in providing financial advice and investment management services. He is committed to helping his clients achieve their financial goals. William has a wide range of experience in various financial products and services, including investment company products, variable contracts, and financial planning. He is also well-versed in the laws and regulations governing the securities industry.
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.
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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FL
01/01/2025 - Present
Eagle Strategies LLC (PONTE VEDRA FL)
TX
11/14/1995 - 05/05/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 10/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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