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Christopher Turner

26 Years of Experience
Orlando, FL
2 DisclosuresBroker

Christopher Turner is a registered investment advisor at Schwab Wealth Advisory, INC., based in Orlando, FL, with 26 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.

Compensation
N/A
Firm Size
1462 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$500K
Planning is included in investment management

SWAI does not directly charge clients for investment advice. Schwab pays SWAI a fee for the investment advice provided to SWA Accounts. SWAI Representatives provide periodic recommendations to clients about how to allocate assets and which securities to buy, sell and hold in a SWA account.

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Location

1991 Summit Park Drive, Orlando, FL, 32810

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2012
Closed-No Action
Customer Dispute
June 2007
Denied
Employment History
Current Registrations
Schwab Wealth Advisory, INC.
March 2012 - Present · 14 yrs 2 mos
Charles Schwab & CO., INC.Broker
December 1999 - Present · 26 yrs 5 mos
Previous Registrations
Charles Schwab & CO., INC.
January 2012 - March 2012 · 2 mos
Charles Schwab & CO., INC.
February 2003 - December 2011 · 8 yrs 10 mos
Olde Discount CorporationBroker
August 1998 - December 1998 · 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
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.