Steven Turner (CRD# 1969883) is an Investment Advisor Representative working at Ameritas Advisory Services, LLC in Eliot, ME and has over 20 years of experience in the finance industry.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ameritas Advisory Services, LLC | Lincoln, NE | Dec 2023 - Current | < 1 |
| Thompson Financial Group | Eliot, ME | Sep 2023 - Current | < 1 |
| Symmetry Financial Group | Eliot, ME | Jul 2021 - Current | 2 |
| Shaw's Distribution | Wells, ME | Jul 2022 - Jul 2023 | 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Dec 2020 - Jun 2021 | < 1 |
| Northwestern Mutual Investment Services LLC | Portsmouth, NH | Jan 2020 - Jun 2021 | 1 |
| Northwestern Mutual Life Insurance Company | Milwaukee, WI | Dec 2019 - Jun 2021 | 1 |
| Unemployed | Kennebunkport, ME | Aug 2019 - Dec 2019 | < 1 |
| Budget Document Technology | Lewiston, ME | Apr 2019 - Jul 2019 | < 1 |
| Unemployed | Kennebunkport, ME | Nov 2018 - Mar 2019 | < 1 |
| Insperity | Waltham, MA | Jul 2014 - Oct 2018 | 4 |
| Unemployed | Lexington, MA | Mar 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2004 |
| S63 | Uniform Securities State Law Examination | Aug 2020 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2023 |
- ME
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Total Assets Under Management10,289MILLIONS
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Total Number of Accounts39,033ACCOUNTS
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Average Account Value$263,605
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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