Brian Turpen
Brian Turpen is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Houston, TX, with 19 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
15260 Fm 529, Houston, TX, 77095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brian is a Vice President of Wealth Management and financial advisor at First Community Credit Union, assisting clients with investments and financial planning, taking about half of his time. He also serves as an officer at First Community Wealth Advisors, dedicating about half of his time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Cuso Financial Services, L.P.Broker
Cuso Financial Services, L.P.
Edward Jones
Edward JonesBroker
Edward Jones
Edward JonesBroker
State Registrations19 states
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