Catherine Turner, financial advisor Atlanta GA
96 score

Catherine Turner

CRD Number: 2973746
Current Firm: J. W. Cole Advisors, Inc.

Catherine Turner (CRD# 2973746) is an Investment Advisor Representative working at J. W. Cole Advisors, Inc. in Atlanta, GA and has over 19 years of experience in the finance industry. Catherine Turner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
J.w. Cole Financial, Inc. Tampa, FL Sep 2014 - Current 2
J.w. Cole Advisors, Inc. Tampa, FL Sep 2014 - Current 2
National Life Insurance Co Montpelier, VT Nov 2003 - Current 13
Resource Horizons Group, LLC Marietta, GA Mar 2007 - Sep 2014 7
Equity Services Inc. Montpelier, VT Nov 2003 - Mar 2007 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1997
S65 NASAA Investment Advisors Law Examination Feb 1999
Contact Info for Catherine G. Turner
Phone Number: (813) 935-6776
Firm Website: http://www.jw-cole.com
Registered State(s):
  • GA
By the Numbers
  • Total Assets Under Management
    1,250
    MILLIONS
  • Total Number of Accounts
    6,832
    ACCOUNTS
  • Average Account Value
    $182,954
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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