Catherine
Turner
J. W. Cole Advisors, Inc
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About this Advisor
Catherine Turner is a certified financial planner and chartered financial consultant operating out of Tampa, Florida who has 9 years of relevant experience. Turner currently works for J. W. Cole Advisors, Inc. Their career trajectory has included roles at National Life Insurance Co, Resource Horizons Group, L.L.C, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Turner holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and can advise clients in Georgia. J. W. Cole Advisors, Inc is a financial advisory business headquartered in Tampa, FL. The firm has offices in 388 locations and a total of 521 people on staff. It manages $5 billion in assets under management across its 24,060 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 27 charitable organizations. Of its 24,060 accounts, just 8% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Financial advisory fees depend on the type of services. Fee types billed by J. W. Cole Advisors, Inc may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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J. W. Cole Advisors, Inc Brokerage Details
$4,854,030,147
521
24,060
$201,747
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Catherine Turner Work History
Catherine has been registered as a financial advisor for 9 years.*
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
Resource Horizons Group, L.L.C
National Life Insurance Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Catherine 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 J. W. Cole Advisors, Inc
Tampa, FL
Palm Bay, FL
Hudson, FL
Tampa, FL
Tampa, FL
Parkville, MD
Metropolis, IL
Tampa, FL
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
