Charles Turner, financial advisor Vero Beach FL

Charles Turner

CRD Number: 450574
Current Firm: Northland Asset Management

Charles Turner (CRD# 450574) is an Investment Advisor Representative working at Northland Asset Management in Vero Beach, FL and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Northland Securities, Inc. Minneapolis, MN Mar 2017 - Current 5
Charles T. Turner Sole Proprietor Minnetonka, MN Apr 2014 - Current 8
Strategic Wealth Group, LLC Minnetonka, MN Aug 2016 - Mar 2017 < 1
Lpl Financial, LLC Minnetonka, MN Aug 2016 - Mar 2017 < 1
Cetera Advisors LLC Denver, CO May 2014 - Aug 2016 2
Arch Asset Management, Inc. Edina, MN Jun 1987 - Dec 2014 27
Feltl And Company Minneapolis, MN May 2005 - May 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1989
Contact Info for Charles T. Turner
Phone Number: 800-851-2920
Registered State(s):
  • CA
  • FL
  • MN
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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