Waddell & Reed
Answer a few questions and
get matched with an advisor.
About this Advisor
Eric Turner is a financial advisor based out of Portland, Oregon, who has been in the industry for 19 years. Turner currently works for Waddell & Reed. Turner has gained experience at Integra Telecom, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Landlord and Richard Williams. Turner maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to operate in California, Georgia, Idaho, North Carolina, Texas, Washington, Pennsylvania, Washington, D.c., Minnesota, Montana and Nevada. Waddell & Reed is a financial advisory business headquartered in Portland, Oregon. The company has offices in 357 locations and a total of 2,000 financial advisors. It manages $22 billion in assets between its 153,672 customer accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 74 charitable organizations. Of its 153,672 customer accounts, just 1% belong to high-net-worth clients who have more than $1 million in assets available to invest. Waddell & Reed has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. A financial advisor's fee schedules largely are based on the financial services provided. However, fees billed by Waddell & Reed likely include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Waddell & Reed Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
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
Eric Turner Work History
Eric has 19 years of experience.
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Eric Turner has no disclosures.
Please visit their SEC profile for more details.