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Reggie Turner

25 Years of Experience
Martinsburg, WV
Broker

Reggie Turner is a registered investment advisor at Edward Jones, based in Martinsburg, WV, with 25 years of industry experience. Reggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

1804 W King Street Suite 100, Martinsburg, WV, 25401-0000

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Edward Jones
July 2024 - Present · 2 yrs
Edward JonesBroker
July 2024 - Present · 2 yrs
Previous Registrations
RBC Capital Markets, LLC
July 2021 - July 2024 · 3 yrs
RBC Capital Markets, LLCBroker
July 2021 - July 2024 · 3 yrs
Pruco Securities, LLC.Broker
May 2019 - July 2021 · 2 yrs 2 mos
Prudential Financial Planning Services
May 2019 - July 2021 · 2 yrs 2 mos
Ek Riley Investments, LLC
August 2018 - April 2019 · 8 mos
Ek Riley Investments, LLCBroker
August 2018 - April 2019 · 8 mos
PNC Investments
August 2011 - August 2018 · 7 yrs
PNC InvestmentsBroker
August 2011 - August 2018 · 7 yrs
Bb&t Investment Services, INC.
June 2002 - July 2011 · 9 yrs 1 mo
Bb&t Investment Services, INC.Broker
April 2002 - July 2011 · 9 yrs 3 mos
Morgan Stanley Dw INC.Broker
January 2000 - September 2001 · 1 yr 8 mos
State Registrations8 states
AZFLMDNCPATXVAWV
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.