Joaquin Turner, financial advisor Westlake TX
89 score

Joaquin Turner

CRD Number: 6245910
Current Firm: Strategic Advisers, Inc.

Joaquin Turner (CRD# 6245910) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Westlake, TX and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Investments Westlake, TX Mar 2014 - Current 2
State Farm Mansfield, TX Jan 2014 - Mar 2014 < 1
Applebee's Mansfield, TX Jan 2009 - Jan 2014 5
Axa Equitable Fort Worth, TX Sep 2013 - Dec 2013 < 1
Wells Fargo Grand Prairie, TX Jan 2013 - Sep 2013 < 1
Texas Wesleyan University Fort Worth, TX Jan 2011 - May 2013 2
Univeristy Of Texas At Arlington Arlington, TX Aug 2007 - Sep 2012 5
Taco Bell Mansfield, TX May 2005 - Dec 2008 3
Walgreens Arlington, TX Jun 2007 - Aug 2007 < 1
Texas Southern University Houston, TX Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2014
S66 NASAA Uniform Combined State Law Examination Dec 2014
Contact Info for Joaquin E. Turner
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • 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)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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