David A. Turner

BISON INVESTMENT ADVISORS

THE WOODLANDS, TX 77380

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CRD#: 4579017

Professional summary

David Allen Turner, CFP® is a registered financial advisor currently at BISON INVESTMENT ADVISORS, LLC located in The Woodlands, Texas.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. David has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

INDEPENDENT LIFE INSURANCE AGENT - DEVOTES 2 HOURS A WEEK DURING TRADING BUSINESS HOURS, NOT INVESTMENT RELATED.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Turner's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

August 1, 2019 - Present

BISON INVESTMENT ADVISORS, LLC

Office #1: 10055 Grogans Mill Suite 120, The Woodlands, TX 77380

RIA

CRD#: 149775

THE WOODLANDS, TX

Past

April 20, 2016 - August 2, 2019

KESTRA ADVISORY SERVICES, LLC

RIA

CRD#: 283330

HOUSTON, TX

Past

April 24, 2014 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

HOUSTON, TX

Past

April 24, 2014 - August 2, 2019

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

HOUSTON, TX

Past

May 23, 2011 - March 13, 2014

ROBERT W. BAIRD & CO. INCORPORATED

RIA

CRD#: 8158

HOUSTON, TX

Past

May 23, 2011 - March 13, 2014

ROBERT W. BAIRD & CO. INCORPORATED

CRD#: 8158

HOUSTON, TX

Past

October 5, 2009 - May 25, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

HOUSTON, TX

Past

October 5, 2009 - May 25, 2011

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

HOUSTON, TX

Past

May 21, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

RIA

CRD#: 5979

FRIENDSWOOD, TX

Past

May 15, 2009 - October 5, 2009

AMERIPRISE ADVISOR SERVICES, INC.

CRD#: 5979

FRIENDSWOOD, TX

Past

February 24, 2006 - June 4, 2009

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

HOUSTON, TX

Past

February 24, 2006 - June 4, 2009

UBS FINANCIAL SERVICES INC.

CRD#: 8174

HOUSTON, TX

Past

February 21, 2006 - March 23, 2006

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

NEW YORK, NY

Past

February 21, 2006 - March 23, 2006

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

NEW YORK, NY

Past

May 28, 2004 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

RIA

CRD#: 6555

HOUSTON, TX

Past

March 31, 2004 - February 21, 2006

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

January 2, 2003 - April 5, 2004

PFS INVESTMENTS INC.

CRD#: 10111

DULUTH, GA

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".

BISON INVESTMENT ADVISORS, LLC

BISON INVESTMENT ADVISORS, LLC | GRAND PARKWAY CAPITAL, LLC | DIA LUCRII CAPITAL, LLC

CRD#: 149775 / SEC#: 801-133931

RIA

Registered Investment Advisory firm - (7/28/2025 Approved)

Louisiana

Registered Investment Advisory firm - (8/4/2025 Terminated)

Michigan

Registered Investment Advisory firm - (11/18/2010 Terminated)

Texas

Registered Investment Advisory firm - (8/4/2025 Termination Requested)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

Texas
(8/1/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/27/2004

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/7/2004

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/20/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BISON INVESTMENT ADVISORS, LLC

BISON INVESTMENT ADVISORS, LLC | GRAND PARKWAY CAPITAL, LLC | DIA LUCRII CAPITAL, LLC

CRD#: 149775 / SEC#: 801-133931

RIA

Registered Investment Advisory firm - (7/28/2025 Approved)

Louisiana

Registered Investment Advisory firm - (8/4/2025 Terminated)

Michigan

Registered Investment Advisory firm - (11/18/2010 Terminated)

Texas

Registered Investment Advisory firm - (8/4/2025 Termination Requested)

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Contact information

Main Address

10055 Grogans Mill Suite 120, The Woodlands, TX 77380

Mailing Address

Phone number

(281) 665-3616

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV (PART 2A 2B) - BISON INVESTMENT ADVISORS, LLC (8/4/2025)

Regulatory assets under management

Total Number of Accounts	304
AUM (Assets Under Management)	$ 140,113,679

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.

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David A. Turner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Allen Turner's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA ADVISORY SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

ROBERT W. BAIRD & CO. INCORPORATED

ROBERT W. BAIRD & CO. INCORPORATED

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE ADVISOR SERVICES, INC.

AMERIPRISE ADVISOR SERVICES, INC.

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

LEGG MASON WOOD WALKER, INCORPORATED

LEGG MASON WOOD WALKER, INCORPORATED

PFS INVESTMENTS INC.

Primary Firm SEC Registration

BISON INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/27/2004

Series 63

Date: 11/18/2002

SIE

Date: 10/1/2018

Series 7

Date: 5/7/2004

Series 6

Date: 12/20/2002

Current Firm

BISON INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BISON INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

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