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Christopher Turner

11 Years of Experience
Lawrenceville, GA
1 DisclosureBrokerSells Insurance

Christopher Turner is a registered investment advisor at Eagle Strategies LLC, based in Lawrenceville, GA, with 11 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 111,361 clients with $25B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2404 advisors
Number of Clients
111,361 clients
Average Client Portfolio
$228K average
Assets Under Management
$25.4B

Fee Structure

Eagle Strategies offers investment advice through several programs:

  • Co-Advisory Program: Eagle's fees range from 0% to 1.25% of your portfolio, in addition to the co-advisor's fees.
  • New York Life Premier Advisory Variable Annuity: Eagle's advisory fee ranges from 0% to 1% of the annuity's value during the accumulation phase. This fee does not apply during the annuitization phase.
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Location

Lawrenceville, GA

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History

Regulatory History (1)
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Financial
January 2022
Final
Other Business ActivitiesSells Insurance

Christopher is an insurance broker appointed with outside carriers since 2019 and dedicates a few hours per week to this activity. He also operates under the DBA name of Reveal Wealth for selling New York Life products and brokering non-registered insurance products, and serves as a board member for both the Urban Clinic of Atlanta and the Sunrise Gwinnett County Rotary Club.

Employment History
Current Registrations
Eagle Strategies LLC
August 2020 - Present · 5 yrs 9 mos
Nylife Securities LLC
October 2014 - Present · 11 yrs 7 mos
Nylife Securities LLCBroker
October 2014 - Present · 11 yrs 7 mos
State Registrations14 states
ALCAFLGAILINMAMONCNJNYTXVAWI
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.