Steven
Turner
Ameritas Advisory Services, LLC
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About this Advisor
Steven Turner is a financial advisor based in Eliot, Maine, working with Ameritas Advisory Services, LLC. Steven has previously held positions at Insperity, Budget Document Technology, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Symmetry Financial Group, Shaw's Distribution, Thompson Financial Group, and Ameritas Advisory Services, LLC. Steven has passed the Series 66, Series 63, and Series 65 regulatory exams and is registered to provide services in Maine. Currently, Steven is part of Ameritas Advisory Services, LLC, which operates out of Eliot, Maine. The firm has 238 offices and 545 employees. The firm manages assets totaling $10.3 billion and serves a variety of clients, including charitable organizations. 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, and educational seminars. The fee structure at Ameritas Advisory Services, LLC includes asset-based, hourly, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Ameritas Advisory Services, LLC Brokerage Details
$10,289,301,520
545
39,033
$263,605
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
- Educational seminars/workshops
Steven Turner Work History
Thompson Financial Group
Ameritas Advisory Services, LLC
Symmetry Financial Group
Shaw'S Distribution
Northwestern Mutual Investment Services LLC
Northwestern Mutual Wealth Management Company
Budget Document Technology
Northwestern Mutual Life Insurance Company
Insperity
Disclosures
Please visit the SEC profile of Steven 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 Ameritas Advisory Services, LLC
Newport, RI
Presque Isle, ME
Melville, NY
Surprise, AZ
Perrysburg, OH
New York, NY
Tulsa, OK
Lincoln, NE
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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