Catherine
Turner

J. W. Cole Advisors, Inc

CRD#2973746
Investment Advisor
in Atlanta, GA
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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

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1827 Powers Ferry Road Building 4 Suite 200
Atlanta, GA 30339

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J. W. Cole Advisors, Inc Brokerage Details

Total Assets Under Management

$2,095,954,582

GA Average: $1,855,561,029
Total Number of Employees

360

GA Average: 62
Total Number of Accounts

10,975

GA Average: 2,474
Average Account Size

$190,975

GA Average: $750,025

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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
  • Other

Catherine Turner Work History

Catherine has 15 years of experience.

2014 - Present (5 years)

J.W. Cole Financial, Inc

2014 - Present (5 years)

J.W. Cole Advisors, Inc

2007 - 2014 (7 years)

Resource Horizons Group, L.L.C

2003 - Present (16 years)

National Life Insurance Co

Disclosures

Catherine Turner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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