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GT

Grant M. Turner

FORESIDE FUND SERVICES
Denver, CO 80206
Some features on this profile are disabled
CRD#: 6079020
GT

Professional summary

Grant Myles Turner, who also goes by Grant Turner, is a registered financial professional currently at FORESIDE FUND SERVICES, LLC located in Denver, Colorado.

Grant is registered as a RR (Registered Representative) and started their career in finance in 2012. Grant has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Grant 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Grant Myles 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®
None

Experience

Current

April 7, 2026 - Present

FORESIDE FUND SERVICES, LLC

Office #1: 240 St. Paul Street Suite 400, Denver, CO 80206
BD
CRD#: 46106
Denver, CO
Past

January 2, 2026 - February 11, 2026

ARES MANAGEMENT CAPITAL MARKETS LLC

BD
CRD#: 166219
Denver, CO
Past

February 9, 2018 - January 2, 2026

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

BD
CRD#: 119546
DENVER, CO
Past

November 1, 2016 - November 10, 2017

NATIONAL PLANNING CORPORATION

RIA
CRD#: 29604
Franklin, TN
Past

October 31, 2016 - November 10, 2017

SII INVESTMENTS, INC.

BD
CRD#: 2225
APPLETON, WI
Past

October 31, 2016 - November 10, 2017

NATIONAL PLANNING CORPORATION

BD
CRD#: 29604
Franklin, TN
Past

October 31, 2016 - November 10, 2017

INVESTMENT CENTERS OF AMERICA, INC.

BD
CRD#: 16443
APPLETON, WI
Past

October 31, 2016 - November 10, 2017

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984
APPLETON, WI
Past

May 4, 2015 - March 29, 2016

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
FRANKLIN, TN
Past

April 9, 2013 - July 29, 2013

CURIAN CAPITAL, LLC

RIA
CRD#: 120270
FRANKLIN, TN
Past

November 5, 2012 - October 31, 2016

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

June 29, 2012 - October 22, 2012

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
SAUK RAPIDS, MN

State Registrations and Notice Filings

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

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
Alabama
(4/7/2026)
RR
Alaska
(4/7/2026)
RR
Arizona
(4/7/2026)
RR
Arkansas
(4/7/2026)
RR
California
(4/7/2026)
RR
Colorado
(4/7/2026)
RR
Connecticut
(4/7/2026)
RR
Delaware
(4/7/2026)
RR
District of Columbia
(4/7/2026)
RR
Florida
(4/7/2026)
RR
Georgia
(4/7/2026)
RR
Hawaii
(4/7/2026)
RR
Idaho
(4/7/2026)
RR
Illinois
(4/7/2026)
RR
Indiana
(4/7/2026)
RR
Iowa
(4/7/2026)
RR
Kansas
(4/7/2026)
RR
Kentucky
(4/7/2026)
RR
Louisiana
(4/7/2026)
RR
Maine
(4/7/2026)
RR
Maryland
(4/7/2026)
RR
Massachusetts
(4/7/2026)
RR
Michigan
(4/7/2026)
RR
Minnesota
(4/7/2026)
RR
Mississippi
(4/7/2026)
RR
Missouri
(4/7/2026)
RR
Montana
(4/7/2026)
RR
Nebraska
(4/7/2026)
RR
Nevada
(4/7/2026)
RR
New Hampshire
(4/7/2026)
RR
New Jersey
(4/7/2026)
RR
New Mexico
(4/7/2026)
RR
New York
(4/7/2026)
RR
North Carolina
(4/7/2026)
RR
North Dakota
(4/7/2026)
RR
Ohio
(4/8/2026)
RR
Oklahoma
(4/7/2026)
RR
Oregon
(4/7/2026)
RR
Pennsylvania
(4/7/2026)
RR
Rhode Island
(4/7/2026)
RR
South Carolina
(4/7/2026)
RR
South Dakota
(4/7/2026)
RR
Tennessee
(4/7/2026)
RR
Texas
(4/7/2026)
RR
Utah
(4/7/2026)
RR
Vermont
(4/7/2026)
RR
Virginia
(4/7/2026)
RR
Washington
(4/7/2026)
RR
West Virginia
(4/7/2026)
RR
Wisconsin
(4/7/2026)
RR
Wyoming
(4/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/8/2013
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 1/10/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/28/2012
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

FF
FORESIDE FUND SERVICES, LLC
FORESIDE FUND SERVICES, LLC | FORUM FUND SERVICES, LLC

CRD#: 46106 / SEC#: , 8-51293

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
190 Middle Street Suite 301, Portland, ME 04101
Mailing Address
190 Middle Street Suite 301, Portland, ME 04101
Phone number
(207) 553-7110
Established
Delaware since 09/08/1998
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
FORESIDE DISTRIBUTORS, LLCSOLE MEMBER
COWAN, TERESA MARIA KAZMIERSKIPRES/MANAGER/DIRECTOR1544189
EDELMAN, GABRIELSECRETARY6654419
LA FOND, SUSAN LORENETREASURER4512785
LANZA, CHRISTOPHER CONTEVICE PRESIDENT2184856
MACCHIA, KATE SCHENDELVICE PRESIDENT4863973
SOMMERS, WESTONCFO/FINOP5290145
STROUT, ALICIA KIMBERLYCHIEF COMPLIANCE OFFICER/VICE PRESIDENT6320351

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

FORESIDE FUND SERVICES, LLC

CRD#: 46106Denver, CO 80206

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