Halle Turner (CRD# 6746665) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Malvern, PA and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Self Employed | Exton, PA | Nov 2020 - Current | 3 |
| The Vanguard Group, Inc. | Malvern, PA | Jan 2017 - Current | 7 |
| 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- PA
- TX
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Total Assets Under Management333,067MILLIONS
-
Total Number of Accounts804,462ACCOUNTS
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Average Account Value$414,024
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
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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