David Turner
David Turner is a registered investment advisor at Raymond James & Associates, INC., based in Fort Worth, TX, with 58 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
3230 Camp Bowie Blvd, Suites 400 and 775, Fort Worth, TX, 76107
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Regulatory History
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.
Learn about disclosures →Other Business Activities
David is one of five members overseeing the investments of the Boys & Girls Clubs endowment fund since 2005. This non-profit activity requires minimal time.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
Morgan Keegan & Company, INC.Broker
Wachovia Securities, LLCBroker
Rotan Mosle INC.Broker
Principal Financial Securities,inc.Broker
State Registrations6 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.