Donald Turner (CRD# 1546082) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Austin, TX and has over 37 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cambridge Investment Research Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Cambridge Investment Research Advisors Inc. | Fairfield, IA | Jun 2021 - Current | 2 |
| Guardian Life Insurance Company | Austin, TX | Apr 2019 - Current | 5 |
| Park Avenue Securities | Austin, TX | Aug 2019 - Jun 2021 | 1 |
| Massachusetts Mutual Life Insurance Company | Austin, TX | Aug 2018 - Mar 2019 | < 1 |
| Oneamerica Securities | Cedar Park, TX | Nov 2015 - Jul 2018 | 2 |
| American United Life | Cedar Park, TX | Feb 2015 - Jul 2018 | 3 |
| Sii | San Antonio, TX | Nov 2014 - Aug 2015 | < 1 |
| Ameritas Investment Corp | Lincoln, NE | Sep 2011 - Nov 2014 | 3 |
| Ameritas Life Insurance | Lincoln, NE | Sep 2011 - Nov 2014 | 3 |
| Coordinated Financial Group | Austin, TX | Mar 1994 - Nov 2014 | 20 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1986 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management87,369MILLIONS
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Total Number of Accounts448,526ACCOUNTS
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Average Account Value$194,791
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- 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
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
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