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Lance Jamar Turner

ANOMALY ADVISORS
WEST BLOOMFIELD, MI
·CRD# 6228084·13 years experience

Professional Summary

Lance Jamar Turner, who also goes by Lance J Turner, Lance J. Turner, is a registered financial advisor currently at ANOMALY ADVISORS located in West Bloomfield, Michigan. Lance is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Lance has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Lance J Turner, Lance J. Turner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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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

13 years in the financial services industry

Current & Past Employments

ANOMALY ADVISORS·CRD# 284934
RIA
7439 Middlebelt #2, West Bloomfield, MI 48322
September 16, 2016 - Present
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
RIA
Clinton Township, MI
November 18, 2014 - May 7, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED·CRD# 7691
BD
Clinton Township, MI
November 17, 2014 - May 7, 2015
MORGAN STANLEY·CRD# 149777
RIA
Troy, MI
September 30, 2013 - September 15, 2014
MORGAN STANLEY·CRD# 149777
BD
Troy, MI
August 30, 2013 - September 15, 2014

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Current Firm

AA
ANOMALY ADVISORS

ANOMALY ADVISORS | TURNER FINANCIAL SERVICES | LANCE J TURNER FINANCIAL SERVICES LLC | LANCE J TURNER FINANCIAL SERVICES

CRD#: 284934
Michigan
Registered Investment Advisory firm - Michigan (9/14/2016 Approved)

Contact Information

Main Address

7439 Middlebelt #2, West Bloomfield, MI 48322

Mailing Address

Po Box 547, Birmingham, MI 48012

Phone Number

(248) 266-2779

# of Employees

1

Documents

Latest Form ADV

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

(1) 2014-Present: Licensed insurance agent/Insurance related/Canton, MI/Maintain insurance license for education and advice only; no commissions or renewals are earned.//2015-Present: Licensed real estate agent/Not investment related/Canton, MI/Maintain real estate license for education and advice only; no commissions are earned.//
(2) 2011-Present: Eighty Four 84, LLC/Not investment related/Birmingham, MI/Managing Member/Now dormant entity; involves 0 hrs time per month.//

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Sep 2013About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed May 2015About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2013About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Lance Jamar Turner's CRS (Customer Relationship Summary).

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