William Turner, financial advisor Rockledge FL

William Turner

CRD Number: 4457460
Current Firm: Cambridge Investment Research Advisors, Inc.

William Turner (CRD# 4457460) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Rockledge, FL and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Apr 2021 - Current 2
Cambridge Investment Research Advisors, Inc. Fairfield, IA Apr 2021 - Current 2
Turner Ins Agencies Merritt Island, FL Sep 2017 - Current 6
Warasa Properties, LLC Merrit Island, FL May 2016 - Current 7
Murrell Professional Park Condominium Rockledge, FL Feb 2016 - Current 8
Turner Insurance Group Inc. Merritt Island, FL Apr 2010 - Current 13
Allstate Insurance Company Merritt Island, FL Jun 1999 - Mar 2021 21
Turner Insurance Agencies Inc. Merritt Island, FL Jun 2013 - Sep 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination May 2014
S63 Uniform Securities State Law Examination Feb 2019
Contact Info for William A. Turner
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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Data verified by both the advisor and the public regulatory data.

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