David Turner (CRD# 4579017) is an Investment Advisor Representative working at Bison Investment Advisors, LLC in The Woodlands, TX and has over 21 years of experience in the finance industry. David Turner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
CRD# 7438882
Worthwise Financial Partners
Company Name | Location | Dates | Years |
---|---|---|---|
Bison Investment Advisors, LLC | The Woodlands, TX | Aug 2019 - Current | 4 |
Kestra Financial Services, Inc. | Austin, TX | Apr 2016 - Jul 2019 | 3 |
Arthur J. Gallagher & Company | Houston, TX | Mar 2014 - Jul 2019 | 5 |
Nfp Advisors | Houston, TX | Apr 2014 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Nov 2002 |
S65 | NASAA Investment Advisors Law Examination | May 2004 |
- TX
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Total Assets Under Management69MILLIONS
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Total Number of Accounts306ACCOUNTS
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Average Account Value$225,394
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
LA, TX
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