Geoffrey Turner
Geoffrey Turner is a registered investment advisor at LPL Financial LLC, based in Bamberg, SC, with 25 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2770 Main Hwy, Bamberg, SC, 29003
Get directionsHistory
Regulatory History (1)
Regulatory
September 2018Other Business Activities
Geoffrey operates his LPL business through South State Investment Services, dedicating all of his time to this endeavor.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Securities, LLCBroker
Bb&t Securities, LLC
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Allstate Financial Services, LLCBroker
Ncf Financial Services, INC.
Ncf Financial Services, INC.Broker
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations13 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.