Lisa TurnerCRD Number: 4487567
Current Firm: Wilbanks Securities Advisory
Lisa Turner (CRD# 4487567) is an Investment Advisor Representative working at Wilbanks Securities Advisory in Ardmore, OK and has over 16 years of experience in the finance industry.
Jbr Company Financial Management Inc.
|Wilbanks Securities Advisory||Oklahoma City, OK||May 2013 - Current||4|
|Wilbanks Securities, Inc.||Oklahoma City, OK||May 2013 - Current||4|
|Cetera Investment Services||St. Cloud, MN||Apr 2012 - Mar 2013||< 1|
|First Bank And Trust||Ardmore, OK||Apr 2012 - Mar 2013||< 1|
|Jb International Trading LLC||Ardmore, OK||Jan 2011 - Oct 2012||1|
|Primevest Financial Services, Inc.||St. Cloud, MN||Dec 2001 - Jan 2011||9|
|Landmark Bank, N.a.||Durant, OK||Feb 1992 - Jan 2011||18|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2002|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management137MILLIONS
Total Number of Accounts750ACCOUNTS
Average Account Value$182,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Market timing services
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MD, MO, NC, NH, NJ, NM, NV, NY, OK, OR, PA, SC, TN, TX, UT, VA, VT, WV
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