J. W. Cole Advisors, Inc
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About this Advisor
Catherine Turner is a certified financial planner and chartered financial consultant based in Atlanta, Georgia, who has been in the industry for 15 years. Turner currently works for J. W. Cole Advisors, Inc. During their career, the advisor has held roles at National Life Insurance Co, Resource Horizons Group, L.L.C, J.W. Cole Financial, Inc and J.W. Cole Advisors, Inc. Turner has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Georgia. J. W. Cole Advisors, Inc is a registered investment business that has its headquarters in Atlanta, Georgia. The firm has offices in 315 locations and a total of 321 advisors. It controls $2 billion in assets between its 9,250 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 16 charities and foundations. Of its 9,250 client accounts, just 4% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. J. W. Cole Advisors, Inc offers a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial management largely are based on which services are provided. Fee types charged by J. W. Cole Advisors, Inc can include some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years of Experience
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J. W. Cole Advisors, Inc Brokerage Details
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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
Catherine Turner Work History
Catherine has 15 years of experience.
J.W. Cole Financial, Inc
J.W. Cole Advisors, Inc
National Life Insurance Co
Resource Horizons Group, L.L.C
Catherine Turner has no disclosures.
Please visit their SEC profile for more details.