ZT
CFP
ZT
CFP

Zachary Turner

13 Years of Experience
Saginaw, MI
Broker

Zachary Turner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saginaw, MI, with 13 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5300 Gratiot Road, Saginaw, MI, 48638

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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 Financial Services, INC.Broker
November 2012 - Present · 13 yrs 6 mos
Previous Registrations
Ahp Financial Services, INC.
March 2017 - March 2026 · 9 yrs
W R Rice Financial Services, INC.Broker
September 2011 - October 2011 · 1 mo
State Registrations21 states
ALARCACODEFLIDILINMAMIMNNCNMOHORSCTXUTWAWI
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.