John Turner
John Turner is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 22 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2525 Bay Area Blvd, Suite 125, Houston, TX, 77058
Get directionsHistory
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 Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations16 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.
Exams
More Advisors
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- John Wheeler, CFP, ChFCCetera Investment Advisers LLC
- Varkey Babukutty, CFPCetera Investment Advisers LLC
- Todd MacklerCetera Investment Advisers LLC
- Kimberli GarrettCetera Investment Advisers LLC
- James FarrisCetera Investment Advisers LLC