Kimberly TurnerCRD Number: 1671403
Current Firm: Equitable Advisors, LLC
Kimberly Turner (CRD# 1671403) is an Investment Advisor Representative working at Equitable Advisors, LLC in Falls Church, VA and has over 15 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Equitable Advisors, LLC||New York, NY||Jul 2019 - Current||2|
|Equitable||Falls Church, VA||Jun 2019 - Current||2|
|Axa Advisors, LLC||New York, NY||Jul 2019 - Jun 2020||< 1|
|Axa Equitable, LLC||Falls Church, VA||Jun 2019 - Jun 2020||1|
|Mml Investors, Services, LLC||Charlotte, NC||Jun 2018 - May 2019||< 1|
|Massmutual||Springfield, MA||Apr 2018 - May 2019||1|
|Barings LLC||Charlotte, NC||Dec 2017 - Feb 2018||< 1|
|Barings Securities||Charlotte, NC||Dec 2017 - Feb 2018||< 1|
|Lpl Financial LLC||Fort Mill, SC||Jun 2017 - Dec 2017||< 1|
|Brighthouse Securities, LLC||Charlotte, NC||Mar 2017 - Jun 2017||< 1|
|Metlife Investors Distribution Company||Charlotte, NC||Jun 2016 - Jun 2017||1|
|Metlife Securities Inc.||Charlotte, NC||Mar 2015 - Jun 2017||2|
|Lpl Financial LLC||Charlotte, NC||Nov 2014 - Jan 2015||< 1|
|Wells Fargo Advisors LLC||Charlotte, NC||Nov 2011 - Oct 2014||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 2006|
|S65||NASAA Investment Advisors Law Examination||Jul 2006|
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.Get Details on the FINRA Advisor Check site
Total Assets Under Management26,008MILLIONS
Total Number of Accounts66,790ACCOUNTS
Average Account Value$389,399
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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