Robert Turner, financial advisor Williamsburg VA

Robert Turner

CRD Number: 2303036
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Robert Turner (CRD# 2303036) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Williamsburg, VA and has over 31 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Williamsburg, VA Mar 2021 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Williamsburg, VA Jan 2021 - Current 3
Suntrust Advisory Services Atlanta, GA Sep 2016 - Jan 2021 4
Suntrust Investment Services, Inc. Atlanta, GA May 2003 - Jan 2021 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1992
S65 NASAA Investment Advisors Law Examination Nov 1996
Contact Info for Robert E. Turner
Phone Number: 800-637-7455
Firm Website: https://www.merrill.com
Registered State(s):
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,271,594
    MILLIONS
  • Total Number of Accounts
    2,911,578
    ACCOUNTS
  • Average Account Value
    $436,737
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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