Cherie Turner, financial advisor Longmont CO

Cherie Turner

CRD Number: 5532037
Current Firm: Cambridge Investment Research Advisors, Inc.

Cherie Turner (CRD# 5532037) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Longmont, CO and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Sep 2020 - Current 3
Cambridge Investment Research Advisors, Inc. Fairfield, IA Sep 2020 - Current 3
Wells Fargo Advisors Financial Network LLC Longmont, CO Mar 2010 - Aug 2020 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Cherie L. Turner
Phone Number: 641-472-5100
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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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