Alec TurgeonCRD Number: 6302152
Current Firm: Cetera Investment Advisers LLC
Alec Turgeon (CRD# 6302152) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Nahsville, TN and has over 7 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Abernathy Investment Management, LLC
Raymond James Financial Services Advisors, Inc.
|Cetera Investment Advisers LLC||Nashville, TN||Aug 2019 - Current||2|
|Cetera Investment Services LLC||St. Cloud, MN||Jul 2018 - Current||3|
|Regions Bank||Nashville, TN||Sep 2015 - Current||6|
|Jpmorgan Securities LLC||Elk Grove Village, IL||Jan 2014 - Sep 2015||1|
|Jpmorgan Chase Bank||Elk Grove Village, IL||Nov 2012 - Sep 2015||2|
|Bank Of America||The Woodlands, TX||Jun 2011 - Nov 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2014|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management28,326MILLIONS
Total Number of Accounts129,758ACCOUNTS
Average Account Value$218,298
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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