KT
CFP · ChFC
KT
CFP · ChFC

Karen Turner

14 Years of Experience
Mcdonough, GA
BrokerSells Insurance

Karen Turner is a CFP, ChFC-designated registered investment advisor, based in Mcdonough, GA, with 14 years of industry experience.

Location

1600 Pennsylvania Ave., Mcdonough, GA, 30253

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Karen is a general partner in a family real estate partnership, spending a few hours per week. She also works as an agent for The Milner Group and TruChoice Financial, selling life insurance and annuities, dedicating about 10-20% of her time to each.

Employment History
Current Registrations
American Global Wealth Management, INC.
January 2023 - Present · 3 yrs 6 mos
American Global Wealth Management, INC.Broker
January 2023 - Present · 3 yrs 6 mos
Cape Investment Advisory, INC.
August 2016 - Present · 9 yrs 11 mos
Previous Registrations
Cape Securities INC.Broker
August 2016 - January 2023 · 6 yrs 5 mos
Davenport & Company LLC
March 2015 - August 2016 · 1 yr 5 mos
Davenport & Company LLCBroker
November 2014 - August 2016 · 1 yr 9 mos
Morgan Keegan & Company, INC.Broker
April 1989 - October 1989 · 6 mos
Shearson Lehman Hutton INC.Broker
October 1988 - April 1989 · 6 mos
College Retirement Equities FundBroker
January 1988 - October 1988 · 9 mos
E. F. Hutton & Company INCBroker
December 1985 - June 1987 · 1 yr 6 mos
State Registrations16 states
AZCACODEFLGAHIMDMNNCOHPARISCTXVA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Karen Turner - Financial Advisor | TrueAdvisor