Daniel J. Turner
Professional summary
Daniel James Turner, who also goes by Boomer Turner, Dan J Turner, Dan Turner, is a registered financial advisor currently at AKAMAI WEALTH MANAGEMENT, LLC located in Honolulu, Hawaii.
Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Daniel has worked at 8 firms and has passed the Series 65, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Daniel James Turner's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2022 - Present
AKAMAI WEALTH MANAGEMENT, LLC
July 16, 2003 - December 31, 2003
WELLSTONE SECURITIES, LLC
November 22, 2002 - January 2, 2003
MEDALLION EQUITIES, INC.
December 20, 2000 - September 30, 2002
USALLIANZ SECURITIES, INC.
August 23, 1999 - December 20, 2000
LOCUST STREET SECURITIES, INC.
August 5, 1997 - April 28, 1999
QUESTAR CAPITAL CORPORATION
March 10, 1987 - August 6, 1997
MARINER FINANCIAL SERVICES, INC.
November 25, 1985 - December 31, 1988
WOODBURY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2022)
Exams
Current Firm
AKAMAI WEALTH MANAGEMENT, LLC
CRD#: 322422 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 5 |
| AUM (Assets Under Management) | $ 888,634 |
Red Flags
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