David Turner
Investment adviser representative at Wells Fargo Advisors
13 yearsExperience
1 stateRegistered in
$252.3BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Wells Fargo Advisors Financial Network, LLCDec 2025 to now
- RetiredFeb 2025 to Nov 2025
- Jackson HewittDec 2024 to Feb 2025
- UnemployedSep 2024 to Dec 2024
- Wells Fargo Advisors Financial Network, LLCJun 2020 to Sep 2024
- UBS Financial Services IncJul 2013 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (KS).
Wells Fargo Advisors
Legal name: Wells Fargo Advisors Financial Network, LLC
$252.3BAssets managed
466,575Clients
3,612Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3224585
- Firm CRD
- 11025