William Turner is a registered investment advisor, based in Troy, MI, with 47 years of industry experience.
Location
1450 West Long Lake Road, Suite 370, Troy, MI, 48098
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Regulatory History (1)
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Employment Separation After Allegations
February 2025Other Business Activities
William owns real estate rental property and dedicates minimal time to it. He also works full-time in sales, marketing, accounting, HR, and management for MTF Management Incorporated and is a partner providing financial services at Sentia Wealth.
Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2025 - Present · 1 yr 3 mos
Cetera Wealth Services, LLCBroker
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Ameriprise Financial Services, LLCBroker
July 2019 - February 2025 · 5 yrs 7 mos
Ameriprise Financial Services, LLC
July 2019 - February 2025 · 5 yrs 7 mos
Concorde Asset Management, LLC
August 2018 - August 2019 · 1 yr
Concorde Investment Services, LLCBroker
August 2018 - August 2019 · 1 yr
L.M. Kohn & Company
March 2016 - August 2018 · 2 yrs 5 mos
L.M. Kohn & CompanyBroker
March 2016 - August 2018 · 2 yrs 5 mos
Wells Fargo Advisors, LLC
June 2015 - March 2016 · 9 mos
Wells Fargo Advisors, LLCBroker
June 2015 - March 2016 · 9 mos
L.M. Kohn & Company
August 2012 - June 2015 · 2 yrs 10 mos
L.M. Kohn & CompanyBroker
July 2012 - June 2015 · 2 yrs 11 mos
Leonard and Company
April 2010 - July 2012 · 2 yrs 3 mos
Leonard & CompanyBroker
March 2007 - July 2012 · 5 yrs 4 mos
Citigroup Global Markets INC.Broker
July 1993 - March 2007 · 13 yrs 8 mos
Lehman Brothers INC.Broker
February 1988 - July 1993 · 5 yrs 5 mos
E. F. Hutton & Company INCBroker
March 1984 - February 1988 · 3 yrs 11 mos
Manley, Bennett, Mcdonald & COBroker
May 1978 - February 1984 · 5 yrs 9 mos
State Registrations13 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.