Matthew Lane Turner
Investment adviser representative at Selective Wealth Management, Inc.
23 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$454.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
23 years in the industry.
- Strategic Funding, LPJan 2019 to now
- Selective Wealth Management, Inc.Nov 2018 to now
- Strategic Funding, LPApr 2007 to Dec 2018
- Coley, Eubank & Company, P.C.Dec 2003 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
Selective Wealth Management, Inc.
$454.8MAssets managed
697Clients
9Advisers
9 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
- 4734781
- Firm CRD
- 164882