David Turner
David Turner is a CFP-designated registered investment advisor at Apollon Financial, LLC, based in Greenville, SC, with 29 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 1,258 clients with $1.4B 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 | 3.00% |
Advisory fees are negotiable and range up to 3.0% annually based on factors such as relationship size, complexity, and services rendered. Additional fees may apply for specific strategies like Direct Indexing (0.10%), sub-advisors, or LPL programs.
Fee Estimator
Location
3515 Pelham Road, Suite 100, Greenville, SC, 29615
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
David is involved with Good Life Financial Advisors and Good Life Advisors, providing investment advisory services, dedicating full-time hours to these activities. He is also co-owner of Blue Ridge Capital Associates, an insurance agency, and involved with non-variable insurance through Associates of Clifton Park and Good Life IA.
Employment History
Current Registrations
Apollon Financial, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
Good Life Advisors, LLC
Waddell & Reed
Waddell & ReedBroker
Southeast Investments N.a., INC
Southeast Investments, N.c., INC.Broker
Landoak Securities, LLC
Landoak Securities, LLCBroker
Wachovia Securities, LLCBroker
Landoak Securities, LLCBroker
Allegheny Investments, LTD.Broker
Wma Securities, INC.Broker
Foresters Equity Services, INC.Broker
State Registrations8 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
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