Glen Turner
Glen Turner is a registered investment advisor at Kestra Private Wealth Services, LLC, based in Austin, TX, with 31 years of industry experience. Glen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 15,631 clients with $10B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Private Wealth Services (Kestra PWS) offers investment management services where your advisor manages your account based on your goals and risk tolerance. Fees are based on a percentage of your portfolio and can be up to 2.5% annually. The exact fee depends on factors like the size of your account, the type of account (e.g., retirement), and the specific services you use. Fees are negotiable. Kestra PWS also offers various advisory platforms with different fee structures, including program fees that may incentivize your advisor to increase your overall fee.
Location
5707 Southwest Parkway, Bldg. 2 Ste 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2009Customer Dispute
March 2003Customer Dispute
July 2002Customer Dispute
April 2002Customer Dispute
January 2002Other Business ActivitiesSells Insurance
Glen is an Investment Advisor Representative with Eagle Harbor Advisors, conducting brokerage and advisory services full-time. He also serves as President of the Ocean Reef Towers Board of Directors, dedicating minimal time, and is a partner/agent with Eagle Harbor Insurance, spending a few hours per week providing insurance, health, and LTC products.
Employment History
Current Registrations
Kestra Investment Services, LLCBroker
Kestra Private Wealth Services, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
State Registrations24 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.