Halle Turner, financial advisor Malvern PA

Halle Turner

CRD Number: 6746665
Current Firm: Vanguard Advisers, Inc.

Halle Turner (CRD# 6746665) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
The Vanguard Group, Inc. Malvern, PA Jan 2017 - Current 3
Adoptions From The Heart Wynnewood, PA Feb 2016 - Jan 2017 < 1
Gilbert & Evans Ardmore, PA Oct 2015 - May 2016 < 1
The Handwork Studio Narberth, PA Jul 2014 - Aug 2015 1
Renaissance Advisory Group, LLC Bryn Mawr, PA May 2013 - Aug 2015 2
Kutztown University Of Pennsylvania: Rohrbach Library Kutztown, PA Sep 2014 - May 2015 < 1
Kutztown University Of Pennsylvania Kutztown, PA Sep 2011 - May 2015 3
Elevation Burger Wynnewood, PA Jan 2013 - Jul 2014 1
Lower Merion High School Ardmore, PA Sep 2007 - Sep 2011 4
Poppis Pizza Wynnewood, PA Jun 2011 - Aug 2011 < 1
Santa Fe Burrito Wynnewood, PA Apr 2010 - Aug 2011 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S66 NASAA Uniform Combined State Law Examination Oct 2019
Contact Info for Halle L. Turner
Phone Number: 610-669-1000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    221,045
    MILLIONS
  • Total Number of Accounts
    452,542
    ACCOUNTS
  • Average Account Value
    $488,452
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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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