Heather Turner (CRD# 2965022) is an Investment Advisor Representative working at Pnc Investments in Sun City, AZ and has over 26 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pnc Investments | Peoria, AZ | Aug 2021 - Current | 2 |
| Bbva Securities Inc. | Sun City, AZ | May 2013 - Aug 2021 | 8 |
| Bbva Wealth Solutions Inc. | Sun City, AZ | Oct 2010 - Aug 2021 | 10 |
| Bbva Compass Insurance Agency, Inc. | Austin, TX | Mar 2003 - Aug 2021 | 18 |
| Compass Bank | Birmingham, AL | Mar 2003 - Aug 2021 | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1997 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2009 |
- AZ
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Total Assets Under Management23,896MILLIONS
-
Total Number of Accounts152,189ACCOUNTS
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Average Account Value$157,014
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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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