Christopher L. Turner
Professional summary
Christopher L Turner, CFP®, who also goes by Chris Turner, Christopher Lee Turner, is a registered financial advisor currently at SCHWAB WEALTH ADVISORY, INC. located in Orlando, Florida and CHARLES SCHWAB & CO., INC. located in Orlando, Florida.
Christopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Christopher has worked at 3 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 52 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christopher L Turner's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2009
Experience
March 1, 2012 - Present
SCHWAB WEALTH ADVISORY, INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810December 22, 1999 - Present
CHARLES SCHWAB & CO., INC.
Office #1: 1991 Summit Park Drive, Orlando, FL 32810January 26, 2012 - March 22, 2012
CHARLES SCHWAB & CO., INC.
February 10, 2003 - December 31, 2011
CHARLES SCHWAB & CO., INC.
August 6, 1998 - December 18, 1998
AMERIPRISE ADVISOR SERVICES, INC.
Primary Firm SEC Registration
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/3/2023)
(10/27/2020)
(3/12/2019)
(1/3/2023)
(12/22/1999)
(4/2/2019)
(5/8/2002)
(1/3/2023)
(5/8/2002)
(12/23/1999)
(3/1/2012)
(1/2/2014)
(7/24/2015)
(1/3/2023)
(4/24/2009)
(5/25/2018)
(1/3/2023)
(1/3/2023)
(4/12/2016)
(1/3/2023)
(7/24/2015)
(10/24/2014)
(6/19/2014)
(1/7/2000)
(9/26/2013)
(1/3/2023)
(12/9/2015)
(1/3/2023)
(1/3/2023)
(4/21/2009)
(7/23/2018)
(1/7/2000)
(1/3/2023)
(1/7/2000)
(9/16/2016)
(1/3/2023)
(4/1/2008)
(1/3/2023)
(1/5/2009)
(5/15/2002)
(1/3/2023)
(7/29/2016)
(1/3/2023)
(9/13/2016)
(8/12/2020)
(1/22/2018)
(1/3/2021)
(1/3/2023)
(1/6/2009)
(1/3/2023)
(5/28/2008)
(10/22/2012)
(1/3/2023)
(4/23/2018)
(1/3/2023)
Exams
FINRA
Nasdaq Stock Market
Current Firm
SCHWAB WEALTH ADVISORY, INC.
CRD#: 159035 / SEC#: 801-72795
Contact information
SEC notice filing (53 States and Territories)
Red Flags
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