MT
CFP
MT
CFP
Matthew Turner is a CFP-designated registered investment advisor, based in Ponte Vedra Beach, FL, with 19 years of industry experience.
Location
100 Corridor Rd, Suite 101, Ponte Vedra Beach, FL, 32082
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Regulatory History (1)
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Customer Dispute
October 2017Settled
Other Business Activities
Matthew is an associate/employee and financial advisor for Pinnacle Asset Management, Pinnacle Bank/Pinnacle Financial Partners, and The Horizon Group, dedicating about half of his time to each. He also owns Turner Enterprises, LLC and is a partner in Turner Sivley LLC, both for passive investments, requiring minimal time.
Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2024 - Present · 2 yrs 2 mos
Raymond James Financial Services Advisors, INC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - May 2024 · 3 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - May 2024 · 3 yrs 3 mos
Bb&t Securities, LLC
January 2013 - February 2021 · 8 yrs 1 mo
Bb&t Securities, LLCBroker
January 2013 - February 2021 · 8 yrs 1 mo
Scott & Stringfellow, LLC
December 2012 - January 2013 · 1 mo
Scott & Stringfellow, LLCBroker
December 2012 - January 2013 · 1 mo
Wells Fargo Advisors, LLC
March 2007 - December 2012 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
February 2007 - December 2012 · 5 yrs 10 mos
State Registrations36 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.