Brian
Turner

Facet

CRD#2950029
Investment Advisor
in Enterprise, UT

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About this Advisor

Brian Turner is a financial advisor based in Enterprise, Utah, working with Facet. Brian has previously held positions at E*Trade Capital Management LLC, E*Trade Securities LLC, The Vanguard Group, Inc, Personal Capital Advisors Corporation, and Facet Wealth, Inc. Brian has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas and Utah. Currently, Brian is part of Facet, which operates out of Enterprise, Utah. The firm has 234 employees and manages assets totaling $2.5 billion. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Facet includes fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Fixed Fees

Office Location

Enterprise, UT

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Facet Brokerage Details

Total Assets Under Management

$2,544,660,518

UT Average: $6,889,882,315
Total Number of Employees

234

UT Average: 45
Total Number of Accounts

24,977

UT Average: 765
Average Account Size

$101,880

UT Average: $9,006,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Brian Turner Work History

2022 - Present (3 years)

Facet Wealth, Inc

2020 - 2022 (2 years)

Personal Capital Advisors Corporation

2017 - 2020 (3 years)

The Vanguard Group, Inc

2013 - 2017 (4 years)

E*Trade Capital Management LLC

2013 - 2017 (4 years)

E*Trade Securities LLC

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Disclosures

Please visit the SEC profile of Brian 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 Facet

Harrison Maizels
Brooklyn, NY
Keenan Casey
Baltimore, MD
Ashley Morris
Moseley, VA
Sammie Guajardo
Baltimore, MD
Andrew Barton
Baltimore, MD
Edward Jurgielewicz
Baltimore, MD
Jordan Gilberti
Baltimore, MD
Michelle Wagner
Baltimore, MD

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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