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Robert Turner

19 Years of Experience
Dublin, OH
BrokerSells Insurance

Robert Turner is a registered investment advisor at Wells Fargo Advisors, based in Dublin, OH, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

655 Metro Place South Suite 720, [Satellite], Dublin, OH, 43017

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Robert is a sales and marketing agent for Crump Life Insurance, selling life, long-term care, and disability insurance. The time commitment varies, involving sales to PNC Investments' customers.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
October 2019 - Present · 6 yrs 9 mos
Wells Fargo Advisors
October 2019 - Present · 6 yrs 9 mos
Previous Registrations
PNC Investments
December 2013 - October 2019 · 5 yrs 10 mos
PNC InvestmentsBroker
December 2013 - October 2019 · 5 yrs 10 mos
J.P. Morgan Securities LLCBroker
October 2012 - December 2013 · 1 yr 2 mos
J.P. Morgan Securities LLC
October 2012 - December 2013 · 1 yr 2 mos
Chase Investment Services CORP.
May 2010 - October 2012 · 2 yrs 5 mos
Chase Investment Services CORP.Broker
September 2007 - October 2012 · 5 yrs 1 mo
W&s Brokerage Services, INC.Broker
June 2006 - October 2007 · 1 yr 4 mos
State Registrations2 states
OHPA
AdvisorBrokerBoth

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
No exam information available for this advisor.
Robert Turner - Financial Advisor | TrueAdvisor