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.

Similar Advisors
Alyssa Abbate, financial advisor Vero Beach FL
Alyssa R. Abbate
CRD# 6980780
Fidelity Personal And Workplace Advisors
Similar Advisors
Marc Aiken, financial advisor Vero Beach FL
Marc D. Aiken
CRD# 1076829
Securities Research, Inc.
Similar Advisors
Gerald Anders, financial advisor Vero Beach FL
Gerald W. Anders
CRD# 2176894
Ubs Financial Services Inc.
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
    193
    MILLIONS
  • Total Number of Accounts
    581
    ACCOUNTS
  • Average Account Value
    $332,271
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

AZ, CA, FL, GA, IA, IL, MN, MO, NC, SD, TN, TX, WA, WI

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.