William
Turner

Cambridge Investment Research Advisors, Inc

CRD#4457460
Investment Advisor
in Rockledge, FL

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About this Advisor

William Turner is a financial advisor based in Rockledge, Florida, working with Cambridge Investment Research Advisors, Inc. William has previously held positions at Turner Insurance Agencies Inc, Allstate Insurance Company, Warasa Properties, LLC, Murrell Professional Park Condominium, Turner Ins Agencies, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and Turner Insurance Group Inc. William has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Florida. Currently, William is part of Cambridge Investment Research Advisors, Inc, which operates out of Rockledge, Florida. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

835 Executive Lane Ste. 124
Rockledge, FL 32955

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

FL Average: $9,259,360,772
Total Number of Employees

3,312

FL Average: 166
Total Number of Accounts

448,526

FL Average: 7,189
Average Account Size

$194,791

FL Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

William Turner Work History

2021 - Present (3 years)

Cambridge Investment Research, Inc

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2017 - Present (7 years)

Turner Ins Agencies

2016 - Present (8 years)

Warasa Properties, LLC

2016 - Present (8 years)

Murrell Professional Park Condominium

2010 - Present (14 years)

Turner Insurance Group Inc

2013 - 2017 (4 years)

Turner Insurance Agencies Inc

1999 - 2021 (22 years)

Allstate Insurance Company

Disclosures

Please visit the SEC profile of William Turner to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Cambridge Investment Research Advisors, Inc

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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