Steven
Turner

Ameritas Advisory Services, LLC

CRD#1969883
Investment Advisor
in Eliot, ME

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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

Series 66, Series 63, Series 65

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

Eliot, ME

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Ameritas Advisory Services, LLC Brokerage Details

Total Assets Under Management

$10,289,301,520

ME Average: $1,978,216,465
Total Number of Employees

545

ME Average: 226
Total Number of Accounts

39,033

ME Average: 7,467
Average Account Size

$263,605

ME Average: $264,928

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

2023 - Present (1 year)

Thompson Financial Group

2023 - Present (1 year)

Ameritas Advisory Services, LLC

2021 - Present (3 years)

Symmetry Financial Group

2022 - 2023 (1 year)

Shaw'S Distribution

2020 - 2021 (1 year)

Northwestern Mutual Investment Services LLC

2020 - 2021 (1 year)

Northwestern Mutual Wealth Management Company

2019 - 2019 (< 1 year)

Budget Document Technology

2019 - 2021 (2 years)

Northwestern Mutual Life Insurance Company

2014 - 2018 (4 years)

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

David Beltz
Carnegie, PA
Karina Rahn
Lincoln, NE
Tyler Mainquist
Lincoln, NE
Orlando Cruz
Charlotte, NC
Meridith Carter
Lawrence, KS
David Lien
Irvine, CA
Quinton Storm
Tulsa, OK
Branden Heins
Surprise, AZ

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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