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Alan Marquette Turner

23 Years of Experience
BrokerSells Insurance
Areas of Practice
Financial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
45 advisors
Number of Clients
2,987 clients
Average Client Portfolio
$203K average
Assets Under Management
$604.9M

Fee Structure

Minimum Investment:$2.5K
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Location

Overland Park, KS

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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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Other Business ActivitiesSells Insurance

Alan participates in TV/radio commercials and general modeling, dedicating minimal time to this activity. He also owns A Turner Financial LLC, which offers securities, advisories, and life insurance, taking up nearly all of his time.

Employment History
Current Registrations
American Independent Securities Group, LLC
March 2025 - Present · 11 mos
American Independent Securities Group, LLCBroker
March 2025 - Present · 11 mos
Previous Registrations
L.M. Kohn & Company
May 2009 - March 2025 · 15 yrs 10 mos
L.M. Kohn & CompanyBroker
May 2009 - March 2025 · 15 yrs 10 mos
RBC Capital Markets Corporation
July 2005 - May 2009 · 3 yrs 10 mos
RBC Capital Markets CorporationBroker
March 2002 - May 2009 · 7 yrs 2 mos
State Registrations10 states
ALCACOIAKSMAMOTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.