Charmaine Turner, financial advisor Columbus OH
61 score

Charmaine Turner

CRD Number: 1376670
Current Firm: Morgan Stanley

Charmaine Turner (CRD# 1376670) is an Investment Advisor Representative working at Morgan Stanley in Columbus, OH and has over 24 years of experience in the finance industry.

Similar Advisors
W. Phil Ratcliff, financial advisor Columbus OH
W. Phil Ratcliff
CRD# 4716667
Rebel Financial, LLC
Score
107
Similar Advisors
Robert Cochran, financial advisor Columbus OH
Robert A. Cochran
CRD# 1317149
Pds Planning Inc.
Score
103
Similar Advisors
Matthew Freiburger, CFA, CPA, financial advisor Columbus OH
Matthew R. Freiburger, CFA, CPA
CRD# 5207204
Steele Investment Counsel, Ltd.
Score
103
Company Name Location Dates Years
Morgan Stanley Columbus, OH Jun 2016 - Current < 1
Morgan Stanley Columbus, OH Jan 2013 - Jun 2016 3
Unemployed Westerville, OH Oct 2012 - Jan 2013 < 1
Proequities, Inc. Worthington, OH Apr 2012 - Nov 2012 < 1
Java's Cyber Gahanna, OH Sep 2010 - Apr 2012 1
Pruco Securities LLC Columbus, OH Mar 2009 - Oct 2010 1
Prudential Insurance Company Of America Columbus, OH Mar 2009 - Oct 2010 1
Unemployed Canal Winchester, OH Oct 2008 - Feb 2009 < 1
Chase Investment Services Corp Pickerington, OH Jun 2008 - Oct 2008 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Columbus, OH Dec 2005 - May 2008 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1992
S65 NASAA Investment Advisors Law Examination Nov 2007
Disclosure Information

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:
  • Financial Issue
  • Criminal Record
Get Details on the FINRA Advisor Check site
Contact Info for Charmaine T. Turner
Phone Number: 914-225-5510
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • 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, 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, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Charmaine Turner and other advisors.
BADGES
61

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.