Allison Turner, financial advisor Greenville DE
93 score

Allison Turner

CRD Number: 5411778
Current Firm: Morgan Stanley

Allison Turner (CRD# 5411778) is an Investment Advisor Representative working at Morgan Stanley in Greenville, DE and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Greenville, DE Apr 2015 - Current 1
Morgan Stanley Smith Barney LLC Wilmington, DE Mar 2015 - Apr 2015 < 1
Morgan Stanley Smith Barney LLC Greenville, DE Jun 2009 - Mar 2015 5
Morgan Stanley & Company, Incorporated Wilmington, DE Aug 2007 - Jun 2009 1
Apa Of Delaware Middletown, DE Jun 2005 - Aug 2007 2
Bank Of America Newark, DE Sep 2006 - Jan 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2008
Contact Info for Allison L. Turner
Phone Number: 914-225-5510
Registered State(s):
  • DE
  • TX
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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