Turner Joseph Schroll
Investment adviser representative at Advice and Planning Services
11 yearsExperience
4 statesRegistered in
$37.9BFirm assets
22 yearsFirm in business
Are you Turner Joseph Schroll? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
11 years in the industry.
- TIAA-CREF Individual & Institutional Services, LLCNov 2023 to now
- TIAANov 2023 to now
- UnemployedJul 2023 to Nov 2023
- E*trade Capital Management LLCApr 2020 to Jul 2023
- E*trade Securities LLCApr 2020 to Jul 2023
- Harrisdirect LLCApr 2020 to Jul 2023
- AXA Advisors, LLCMay 2017 to Apr 2020
- UnemployedMay 2017 to Jul 2017
- Peter Senick - AXA AdvisorsJan 2017 to Apr 2017
- UnccJan 2015 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 4 states (AL, NC, TX, VT).
Advice and Planning Services
Legal name: TIAA-CREF Individual & Institutional Services, LLC
$37.9BAssets managed
72,503Clients
1,707Advisers
22 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
- 6737485
- Firm CRD
- 20472