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Zachary David Turman

Corient

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About Zachary David Turman

Zachary David Turman is an investment advisor representative registered with Corient. Previously, Zachary worked at Avalon Wealth Management LLC. Zachary's certifications include the Series 7TO, Series 66, and SIE exams. The firm's main office is located in Miami, FL. Corient provides a wide range of investment advisory services including financial planning, portfolio management for individuals and pooled investment vehicles, pension consulting, market timing services, and publication of periodicals.

Firm Information

Zachary Turman is currently registered with Corient. Corient, headquartered in Miami, FL, is an investment advisor with over 476 investment advisory professionals. They manage approximately $118 billion in assets for a wide range of clients including high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and pension plans. Their services include financial planning, portfolio management, pension consulting, and educational seminars. Corient is registered with the SEC under the SEC number 801-124978.
Corient

2 S BISCAYNE BLVD

MIAMI, FL 33131

$118.19B

Assets Under Management

1,341

Total Clients

452

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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other

% of assets under advisement

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Zachary Turman’s Registration & Firm History

TX

05/04/2023 - Present

Corient (Houston TX)

TX

03/03/2023 - 05/05/2023

AVALON WEALTH MANAGEMENT LLC (HOUSTON TX)

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Licenses & Designations

BOTH

Issued 05/04/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2023

Series 7TO - General Securities Representative Examination

BC

Issued 11/17/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Zachary David Turman.
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