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LT

Lance J. Turner

ANOMALY ADVISORS
West Bloomfield, MI 48322
Some features on this profile are disabled
CRD#: 6228084
LT

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.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Lance J Turner | Lance J. 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.
(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.//

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Lance Jamar Turner's 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

September 16, 2016 - Present

ANOMALY ADVISORS

Office #1: 7439 Middlebelt #2, West Bloomfield, MI 48322
RIA
CRD#: 284934
West Bloomfield, MI
Past

November 18, 2014 - May 7, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
CLINTON TOWNSHIP, MI
Past

November 17, 2014 - May 7, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
CLINTON TOWNSHIP, MI
Past

September 30, 2013 - September 15, 2014

MORGAN STANLEY

RIA
CRD#: 149777
TROY, MI
Past

August 30, 2013 - September 15, 2014

MORGAN STANLEY

BD
CRD#: 149777
TROY, MI

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
Michigan
(9/16/2016)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/27/2013
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


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

CRD#: 284934 / SEC#:

Michigan
Registered Investment Advisory firm - (9/14/2016 Approved)
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Contact information


Main Address
7439 Middlebelt #2, West Bloomfield, MI 48322
Mailing Address
Po Box 547, Birmingham, MI 48012
Phone number
(248) 266-2779
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ANOMALY ADVISORS

CRD#: 284934West Bloomfield, MI 48322

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