John Turner is a CFP-designated registered investment advisor, based in Lakeway, TX, with 21 years of industry experience.
Location
103 Rr 620 S, Lakeway, TX, 78734
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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 ActivitiesSells Insurance
John is an agent for Avantax Insurance Agency selling equity indexed annuities and potentially other insurance products, dedicating a few hours per week. He also serves on the board of directors for Sweet Success ATX, is a member of ATJ Real Estate LLC, owner of Stream Wealth Partners LLC, and is working to dissolve Turner Wealth Management, Inc.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 states
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