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Brennan Turner

12 Years of Experience
Portland, OR
Broker

Brennan Turner is a registered investment advisor at Raymond James & Associates, INC., based in Portland, OR, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

5 SE Martin Luther King, Jr. Blvd,, Suite 600, Portland, OR, 97214

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
August 2020 - Present · 5 yrs 9 mos
Raymond James & Associates, INC.Broker
August 2020 - Present · 5 yrs 9 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
May 2017 - August 2020 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
May 2017 - August 2020 · 3 yrs 3 mos
Pruco Securities, LLC.Broker
June 2016 - February 2017 · 8 mos
Aig Capital Services, INC.Broker
August 2013 - March 2016 · 2 yrs 7 mos
State Registrations13 states
AZCACOCTHIIDINKSNJNYORPATX
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.