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Brandon Turnbull

8 Years of Experience
Muskegon, MI
BrokerSells Insurance

Brandon Turnbull is a registered investment advisor at Cetera Investment Advisers LLC, based in Muskegon, MI, with 8 years of industry experience. Brandon 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

200 Viridian Dr Suite 226, Muskegon, MI, 49440

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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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Other Business ActivitiesSells Insurance

Brandon sells life insurance and fixed annuities as an insurance agent since 2019. He also owns Turnbull Ventures, LLC, a financial services business, dedicating full-time hours to selling and servicing insurance and securities products, and is the owner of Millennium Consulting, dedicating a few hours per week to business consulting.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2021 - June 2023 · 2 yrs
Voya Financial Advisors, INC.
May 2019 - June 2021 · 2 yrs 1 mo
Voya Financial Advisors, INC.Broker
May 2019 - June 2021 · 2 yrs 1 mo
Morgan Stanley
February 2018 - May 2019 · 1 yr 3 mos
Morgan StanleyBroker
January 2018 - May 2019 · 1 yr 4 mos
State Registrations3 states
FLMIVT
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.
Brandon Turnbull - Financial Advisor | TrueAdvisor