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Natalie Turman

19 Years of Experience
Houston, TX
Broker

Natalie Turman is a registered investment advisor at Cetera Investment Advisers LLC, based in Houston, TX, with 19 years of industry experience. Natalie 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

3200 Kirby Drive, Suite 1100, Houston, TX, 77098

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Natalie works as a senior private banker for Hancock Whitney, offering deposits, lending, and other financial services products.

Employment History
Current Registrations
Cetera Investment Services LLCBroker
October 2024 - Present · 1 yr 11 mos
Cetera Investment Advisers LLC
October 2024 - Present · 1 yr 11 mos
Previous Registrations
Frost Investment Services
January 2022 - July 2024 · 2 yrs 6 mos
Frost Brokerage Services, INC.Broker
February 2019 - July 2024 · 5 yrs 5 mos
Frost Investment Services
February 2019 - December 2021 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLC
January 2011 - December 2018 · 7 yrs 11 mos
Wells Fargo Clearing Services, LLCBroker
January 2011 - December 2018 · 7 yrs 11 mos
Wells Fargo Investments, LLC
November 2006 - January 2011 · 4 yrs 2 mos
Wells Fargo Investments, LLCBroker
October 2006 - January 2011 · 4 yrs 3 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.