Thomas D. Turner
Professional summary
Thomas David Turner JR, who also goes by Thomas David Turner, is a registered financial advisor currently at THE 401K SOURCE, INC. located in Boise, Idaho.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Thomas has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Thomas David Turner JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 3, 2015 - Present
THE 401K SOURCE, INC.
Office #1: 1649 W. Shoreline Drive Suite 102, Boise, ID 83702July 12, 2023 - February 11, 2025
CONTINUUM ADVISORY, LLC
January 19, 2023 - March 21, 2023
CONTINUUM ADVISORY, LLC
October 23, 2015 - June 3, 2016
WORLD INVESTMENT ADVISORS, LLC
May 25, 1999 - July 29, 2015
LPL FINANCIAL LLC
March 9, 1999 - July 29, 2015
LPL FINANCIAL LLC
June 25, 1998 - March 2, 1999
LOCUST STREET SECURITIES, INC.
November 10, 1997 - June 22, 1998
NYLIFE SECURITIES LLC
April 6, 1993 - July 15, 1993
WADDELL & REED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/3/2015)
Exams
Current Firm
THE 401K SOURCE, INC.
CRD#: 133135 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 367 |
| AUM (Assets Under Management) | $ 91,321,892 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
