Matthew Turner, financial advisor Plymouth Meeting PA
93 score

Matthew Turner

CRD Number: 5950416
Current Firm: Financial Engines Advisors LLC

Matthew Turner (CRD# 5950416) is an Investment Advisor Representative working at Financial Engines Advisors LLC in Plymouth Meeting, PA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Financial Engines Advisors LLC Plymouth Meeting, PA Nov 2016 - Current 1
Tmfs Advisors, LLC East Norriton, PA Apr 2016 - Nov 2016 < 1
Tmfs-philadelphia, LLC East Norriton, PA Aug 2011 - Mar 2016 4
The Mutual Fund Store-philadelphia, LLC East Norriton, PA Jul 2001 - Aug 2011 10
Lore Degenstein Art Gallery Selinsgrove, PA Nov 2005 - May 2009 3
Susquehanna University Selinsgrove, PA Aug 2005 - May 2009 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2010
Contact Info for Matthew L. Turner
Phone Number: 408-498-6000
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    138,000
    MILLIONS
  • Total Number of Accounts
    1,166,541
    ACCOUNTS
  • Average Account Value
    $118,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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