Samuel Turner
Samuel Turner is a registered investment advisor at Osaic Wealth, INC., based in Charlotte, NC, with 42 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1415 Vantage Park Drive, Suite 250, Charlotte, NC, 28203
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2011Other Business ActivitiesSells Insurance
Samuel is an agent for GCG Wealth Management, selling fixed insurance products and servicing securities and insurance clients, taking nearly full-time. He also works with Turner Insurance, selling Medigap, LTC, supplemental, and whole life insurance, dedicating a few hours per week.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Woodbury Financial Services, INC.
Questar Capital CorporationBroker
Questar Asset Management, INC.
Capital Guardian, LLCBroker
Capital Guardian Wealth Management, LLC
Anderson & Strudwick, IncorporatedBroker
Anderson & Strudwick, Incorporated
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
The Pinnacle Group, INC.Broker
Interstate Securities CorporationBroker
Bache Halsey Stuart Shields IncorporatedBroker
State Registrations2 states
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.