LT
LT
Lance Turner
27 Years of Experience
Carmel, IN
1 DisclosureBroker
Lance Turner is a registered investment advisor at Raymond James & Associates, INC., based in Carmel, IN, with 27 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
10401 N Meridian St, Ste 130, Carmel, IN, 46290-1090
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2003Denied
Other Business Activities
Lance is a partner at First Heartland Wealth Management LLC, where he spends minimal time paying for branch services. This activity is not investment-related.
Employment History
Current Registrations
Raymond James & Associates, INC.
July 2005 - Present · 20 yrs 10 mos
Raymond James & Associates, INC.Broker
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
Hilliard Lyons Asset Management
February 1999 - June 2005 · 6 yrs 4 mos
J.J.B. Hilliard, W.L. Lyons, INC.Broker
October 1998 - June 2005 · 6 yrs 8 mos
State Registrations31 states
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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.