Paul Turner
Paul Turner is a registered investment advisor at LPL Financial LLC, based in Des Plaines, IL, with 42 years of industry experience. Paul is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
1400 E Touhy Ave Ste 409, Des Plaines, IL, 60018
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2004Other Business ActivitiesSells Insurance
Paul operates under the DBAs Turner Financial Services, Inc. and Professional Wealth Advisors (PWA) for his LPL business. He also engages in non-variable insurance activities and provides legal services as Paul E. Turner, Attorney at Law, dedicating minimal time to these activities.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Spc
Sigma Financial CorporationBroker
New England SecuritiesBroker
Equico Securities, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations12 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Myra PerezLPL Financial LLC
- Angelo Kafkes, CFAWells Fargo Advisors
- Michael Edwards, CFP
- Joseph Miller, ChFCState Farm Investment Management CORP.
- Denice Piazza, CFP
- Krzysztof Garlewicz, CFPProsperifi LLC