CT
CFP
CT
CFP

Colton Turner

7 Years of Experience
Fort Collins, CO
Broker

Colton Turner is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Fort Collins, CO, with 7 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

1102 E Lincoln Ave, Fort Collins, CO, 80524

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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 Activities

Colton works as a financial advisor at Bank of Colorado and Bank of Colorado Investment Services through RJFS. Each role takes about half of his time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2025 - Present · 1 yr 4 mos
Raymond James Financial Services, INC.Broker
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Mercer Global Advisors INC.
November 2024 - January 2025 · 2 mos
Raymond James Financial Services Advisors, INC
March 2021 - November 2024 · 3 yrs 8 mos
Raymond James Financial Services, INC.Broker
March 2021 - November 2024 · 3 yrs 8 mos
Cuso Financial Services, L.P.
January 2020 - February 2021 · 1 yr 1 mo
Cuso Financial Services, L.P.Broker
January 2020 - February 2021 · 1 yr 1 mo
Martin Wealth Management, LLC
July 2019 - February 2020 · 7 mos
AXA Advisors, LLC
March 2019 - June 2019 · 3 mos
AXA Advisors, LLCBroker
December 2018 - June 2019 · 6 mos
AXA Advisors, LLCBroker
November 2018 - November 2018 · 0 mos
State Registrations13 states
ARCACOIAIDILMNOKSDTXUTVAWY
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.
Colton Turner - Financial Advisor | TrueAdvisor