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WT

Walter D. Turner

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CRD#: 450797
WT

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Walter Delbert Turner JR., who also goes by Del Turner Jr, W Delbert Turner Jr, W Elbert Turner Jr, Walter Delbert Turner Jr, was a registered financial professional .

Walter is a previously registered financial professional and started their career in finance in 1970. Walter had worked at 12 firms and has passed the Series 63, SIE and Series 1 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Del Turner Jr | W Delbert Turner Jr | W Elbert Turner Jr | Walter Delbert Turner Jr

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 10, 2004 - May 27, 2015

CAPITAL ADVISERS, INC.

RIA
CRD#: 118442
CHARLOTTE, NC
Past

December 31, 2001 - February 20, 2004

SENTRY CONSULTING, INC.

RIA
CRD#: 117190
CHARLOTTE, NC
Past

March 15, 1995 - May 19, 2015

CAPITAL INVESTMENT GROUP, INC.

BD
CRD#: 14752
CHARLOTTE, NC
Past

November 23, 1994 - March 15, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 30, 1993 - December 8, 1994

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

May 29, 1992 - June 30, 1993

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
BOSTON, MA
Past

May 27, 1987 - June 30, 1993

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

February 13, 1986 - May 15, 1989

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

July 24, 1985 - January 24, 1986

AMERICAN GENERAL SECURITIES INCORPORATED

BD
CRD#: 13626
Past

November 18, 1982 - February 18, 1986

JOHN HANCOCK DISTRIBUTORS LLC

BD
CRD#: 5249
Past

January 20, 1972 - October 28, 1982

LINCOLN FINANCIAL INVESTMENT SERVICES CORPORATION

BD
CRD#: 5178
Past

February 3, 1971 - February 13, 1972

CORNERSTONE FINANCIAL SERVICES, INC.

BD
CRD#: 953
Past

July 20, 1970 - February 11, 1971

INVESCO DISTRIBUTORS, INC.

BD
CRD#: 289

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".
CA
CAPITAL ADVISERS, INC.
CAPITAL ADVISERS, INC.

CRD#: 118442 / SEC#: 801-63487

RIA
Registered Investment Advisory firm - (9/3/2004 Approved)
North Carolina
Registered Investment Advisory firm - (1/7/2013 Terminated)
South Carolina
Registered Investment Advisory firm - (8/4/2004 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 9/4/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 7/13/1970
Registered Representative Examination

Current Firm


CA
CAPITAL ADVISERS, INC.
CAPITAL ADVISERS, INC.

CRD#: 118442 / SEC#: 801-63487

RIA
Registered Investment Advisory firm - (9/3/2004 Approved)
North Carolina
Registered Investment Advisory firm - (1/7/2013 Terminated)
South Carolina
Registered Investment Advisory firm - (8/4/2004 Terminated)
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Contact information


Main Address
100 East Six Forks Road, Suite 250, Raleigh, NC 27609
Mailing Address
Phone number
(919) 865-1930
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (6 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CAPITAL ADVISERS, INC., ADV, BROCHURE, AND SUPPLEMENT, UPDATED JANUARY 31, 2025 (3/31/2025)

Regulatory assets under management


Total Number of Accounts1,451
AUM (Assets Under Management)$ 503,514,000

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.

Company Information


CAPITAL ADVISERS, INC.

CRD#: 118442

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