Jeffrey Turton
Jeffrey Turton is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Colleyville, TX, with 19 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
Colleyville, TX
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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
Jeffrey is an agent/broker for North Star Consultants & North Star Brokerage, selling fixed insurance since 2013, spending about 10-20% of his time. He also works as a financial professional for North Star Consultants of Texas and as a chaperone for Comprehensive Drug Testing, dedicating minimal time to each.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cri Securities, LLCBroker
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.
Cri Securities, LLC
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Cri Securities, LLCBroker
State Registrations24 states
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