Elizabeth Marie Turner
Investment adviser representative at United Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$406.6MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- United Wealth Management, LLCMar 2020 to now
- ConsultingOct 2017 to Mar 2020
- Self EmployedOct 2017 to Mar 2020
- UnemployedMay 2016 to Oct 2017
Designations
- ChFC®
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (VA).
United Wealth Management, LLC
$406.6MAssets managed
257Clients
6Advisers
6 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
- 6067132
- Firm CRD
- 133986