Scott Everett Turner
Professional Summary
Scott Everett Turner, who also goes by Scott Turner, was a registered financial advisor. Scott was a previously registered financial professional and started their career in finance 2005 - 2007. Scott had worked at 2 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- They don't teach about money in school. I was a money moron after college. Student loans. Credit card debt. Too much car. Too much house. And I lost $40
- 000 (most of my retirement savings) following bad investing advice.
- With help
- I turned my life around and everything changed. I had financial independence at age 35. The Financial Rock Star podcast I launched in 2015 debuted at #1 in iTunes. My best-selling book 99 Minute Millionaire (over 300 5-star reviews on Amazon
- check it out) has helped people understand investing for the first time. I've helped tens-of-thousands of people win with money.
Specializations
Biography
I know what it’s like to not have huge amounts of money, but still need help with your money. I started working with a financial planner just after I got married in 2005. I’ve sat on the same side of the table as you, so I understand. I've used sites just like this one, hoping to find the one person who could solve my problems (and they did!) Years later, I became a CFP and...
Other Aliases
Scott Turner
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
21 years in the financial services industry
Current & Past Employments
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Current Firm
METROPOLITAN LIFE INSURANCE COMPANY
Contact Information
Established
New York since 03/24/1968Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| METLIFE, INC. | 100% SHAREHOLDER | — |
| BARNETTE, CURTIS HANDLEY | DIRECTOR | — |
| DOLE, BURTON A | DIRECTOR | — |
| GRISE, CHERYL | DIRECTOR | — |
| HALPERIN, JEFFREY PAUL | CHIEF COMPLIANCE OFFICER, INVESTMENT ADVISER & ANTI-MONEY LAUNDERING OFFICER | 2899327 |
| HENRIKSON, CARL ROBERT | CHIEF EXECUTIVE OFFICER, PRESIDENT & CHAIRMAN OF THE BOARD | 243239 |
| HOLTZER, DAVID MICHAEL | CHIEF COMPLIANCE OFFICER, BROKER DEALER | 4345697 |
| HOUGHTON, JAMES RICHARDSON | DIRECTOR | — |
| JOURNY, TIMOTHY LYONS | SENIOR VICE PRESIDENT AND GENERAL AUDITOR | — |
| KAMEN, HARRY PAUL | DIRECTOR | 1545937 |
| KANDARIAN, STEVEN ALBERT | EXECUTIVE VICE PRESIDENT & CIO | — |
| KAPLAN, HELENE L | DIRECTOR | — |
| KEANE, JOHN M. | DIRECTOR | — |
| KILTS, JAMES | DIRECTOR | — |
| LEIGHTON, CHARLES | DIRECTOR | — |
| LIPSCOMB, JAMES LOUIS | EXECUTIVE VICE PRESIDENT & GENERAL COUNSEL | — |
| MATHEWS, SYLVIA | DIRECTOR | — |
| MULLANEY, WILLIAM JOSEPH | PRESIDENT, INSTITUTIONAL BUSINESS | 2641484 |
| PRICE, HUGH BERNARD | DIRECTOR | — |
| REIN, CATHERINE AMELIA | SENIOR EXECUTIVE VICE PRESIDENT AND CHIEF ADMINISTRATIVE OFFICER | 2605134 |
| SICCHITANO, KENTON JOSEPH | DIRECTOR | — |
| STEERE, WILLIAM CAMPBELL | DIRECTOR | — |
| TOPPETA, WILLIAM JOHN | PRESIDENT, INTERNATIONAL | 2835140 |
| VIETRI, MICHAEL JOSEPH | EXECUTIVE VICE PRESIDENT | 1068983 |
| WEBER, LISA M | PRESIDENT, INDIVIDUAL BUSINESS | — |
| WHEELER, WILLIAM JAMES | EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER | 1208521 |
Disclosures
Regulatory Event
11Civil Event
1Arbitration
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Aug 2005About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Scott
- They don't teach about money in school. I was a money moron after college. Student loans. Credit card debt. Too much car. Too much house. And I lost $40
- 000 (most of my retirement savings) following bad investing advice.
- With help
- I turned my life around and everything changed. I had financial independence at age 35. The Financial Rock Star podcast I launched in 2015 debuted at #1 in iTunes. My best-selling book 99 Minute Millionaire (over 300 5-star reviews on Amazon
- check it out) has helped people understand investing for the first time. I've helped tens-of-thousands of people win with money.
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