GT
Glen A. Turner
KESTRA PRIVATE WEALTH SERVICES
Boca Raton, FL 33431
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CRD#: 2503850
GT
Professional summary
Glen Arthur Turner, who also goes by Glen A Turner, is a registered financial advisor currently at KESTRA PRIVATE WEALTH SERVICES, LLC located in Boca Raton, Florida and KESTRA INVESTMENT SERVICES, LLC located in Boca Raton, Florida.
Glen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Glen has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Glen A Turner
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Bus Name: EAGLE HARBOR ADVISORS POSITION: Investment Advisor Rep NATURE: Registered rep activities through Kestra Investment Services, Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 10/06/2021 ADDRESS: 2650 North Military Trail, Suite 420, Boca Raton FL 33431, United States DESCRIPTION: Brokerage and Advisory Services Bus Name: OCEAN REEF TOWERS BOARD OF DIRECTORS POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 12/31/2024 ADDRESS: 2066 N Ocean Blvd., BOCA RATON FL 33431, United States DESCRIPTION: Work with the Board to address issues facing our community. Bus Name: EAGLE HARBOR INSURANCE POSITION: Partner/Agent NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 03/31/2025 ADDRESS: 2650 N Military Trail,, Suite 420, Boca Raton FL 33431, United States DESCRIPTION: Provide clients with needed Insurance, Health and LTC products.
CRS (Client Relationship Summary) - RIA
Click below to view Glen Arthur Turner's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 18, 2021 - Present
KESTRA PRIVATE WEALTH SERVICES, LLC
Office #1: 2650 N. Military Trail Suite 420, Boca Raton, FL 33431RIA
CRD#: 155193
Boca Raton, FL
Current
October 18, 2021 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 2650 N. Military Trail Suite 420, Boca Raton, FL 33431BD
CRD#: 42046
Boca Raton, FL
Past
September 27, 2007 - October 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
BOCA RATON, FL
Past
September 26, 2007 - October 19, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
BOCA RATON, FL
Past
August 16, 1994 - October 8, 2007
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BOCA RATON, FL
Past
August 10, 1994 - October 8, 2007
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BOCA RATON, FL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
Registered Investment Advisory firm - (11/22/2010 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/18/2021)
RR
Arizona(10/18/2021)
RR
California(10/19/2021)
RR
Colorado(11/1/2023)
RR
Connecticut(10/18/2021)
RR
Delaware(11/15/2021)
RR
Florida(10/19/2021)
IAR
Florida(10/22/2021)
RR
Georgia(10/19/2021)
RR
Louisiana(7/25/2022)
RR
Massachusetts(10/28/2021)
RR
Michigan(10/21/2021)
RR
Nebraska(10/18/2021)
RR
Nevada(5/9/2022)
RR
New Hampshire(9/30/2022)
RR
New Jersey(10/18/2021)
RR
New York(10/18/2021)
RR
North Carolina(10/20/2021)
RR
Oklahoma(10/19/2021)
RR
Pennsylvania(10/22/2021)
RR
Rhode Island(10/18/2021)
RR
South Carolina(3/26/2024)
RR
Tennessee(8/11/2022)
RR
Texas(10/18/2021)
IAR
Texas(10/18/2021)
RR
Washington(2/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KP
KESTRA PRIVATE WEALTH SERVICES, LLC
1626 WEALTH MANAGEMENT | WOODS ASSET MANAGEMENT | WASHINGTON WEALTH MANAGEMENT, LLC | WASHINGTON WEALTH MANAGEMENT | VINTAGE WEST CAPITAL MANAGEMENT | TIGER WEALTH MANAGEMENT | STONE BEACON CAPITAL | STEVEN POLLACK & ASSOCIATES | SELECT WEALTH ADVISERS | SADE GROUP PRIVATE WEALTH MANAGEMENT | PSM PRIVATE WEALTH MANAGEMENT | PROSPERITY POINT WEALTH MANAGEMENT | POINT WEST INVESTMENT SOLUTIONS | PACILIO WEALTH MANAGEMENT | PACIFIC POINT ASSET MANAGEMENT | OVERLAKE PARTNERS | MIDDLEBURG WEALTH MANAGEMENT | MARTUCCI ADAMS WEALTH ADVISORS | LANGLEY PACIFIC PARTNERS | KIMBALL CREEK PARTNERS | KESTRA PRIVATE WEALTH SERVICES, LLC | JC WEST & ASSOCIATES | INTRINSIC WEALTH ADVISORS | FREEDOM POINTE WEALTH ADVISORS | FIRST POINT FINANCIAL MANAGEMENT | DOMARI WEALTH MANAGEMENT | DJH FINANCIAL SERVICES | DICKINSON GRAHAM CAPITAL MANAGEMENT | DESIGNS OF FAUQUIER COUNTY | CALIFORNIA WEALTH TRANSITIONS | BARBER INVESTMENT PARTNERS | AVION ASSET MANAGEMENT
CRD#: 155193 / SEC#: 801-71936
RIA
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Contact information
Main Address
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
198
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 27,816 |
| AUM (Assets Under Management) | $ 10,210,576,595 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
KESTRA PRIVATE WEALTH SERVICES, LLC
CRD#: 155193Boca Raton, FL 33431TRUST BUT VERIFY
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