Eric
Turner

Waddell & Reed

CRD#5760980
Investment Advisor
in Portland, OR
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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

Series 66

Years of Experience

19 years

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, Fixed Fees

Disclosures

No

Office Location

825 Ne Multnomah St Ste 1120
Portland, OR 97232-2270

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Waddell & Reed Brokerage Details

Total Assets Under Management

$21,207,078,630

OR Average: $2,243,162,756
Total Number of Employees

1,700

OR Average: 44
Total Number of Accounts

169,956

OR Average: 4,091
Average Account Size

$124,780

OR Average: $548,316

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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
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Eric Turner Work History

Eric has 19 years of experience.

2018 - Present (1 year)

Richard Williams

2010 - Present (9 years)

Waddell & Reed, Inc

2010 - Present (9 years)

Various Insurance Carriers For W&R Insurance Agencies

1999 - Present (20 years)

Landlord

2008 - 2009 (1 year)

Integra Telecom

Disclosures

Eric 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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