Rodney Turner, financial advisor Sedona AZ
81 score

Rodney Turner

CRD Number: 4576337
Current Firm: Cambridge Investment Research Advisors, Inc.

Rodney Turner (CRD# 4576337) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Sedona, AZ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jul 2014 - Current 3
Cambridge Investment Research, Inc. Fairfield, IA Jul 2014 - Current 3
Lpl Financial LLC Tecumseh, MI Jun 2011 - Jul 2014 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 Ann Arbor, MI Dec 2005 - Jun 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S65 NASAA Investment Advisors Law Examination Mar 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Rodney D. Turner
Phone Number: 641-472-5100
Firm Website: http://www.cir2.com
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    28,722
    MILLIONS
  • Total Number of Accounts
    168,526
    ACCOUNTS
  • Average Account Value
    $170,429
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Market timing services
  • Educational seminars/workshops
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, WY

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BADGES
81

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