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David Allen Turner

Bison Investment Advisors, LLC

The Woodlands, TX

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Current Employers
Bison Investment Advisors, Llc

10055 Grogans Mill Suite 120, The Woodlands, TX 77380 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-08-01
  • TX RA
    APPROVED
    Since 2019-08-01

Branch Locations

10055 Grogans Mill Suite 120, The Woodlands, TX 77380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Arthur J. Gallagher & Co. Houston TX 03/2014 07/2019
Kestra Financial Services, Inc. Austin TX 04/2016 07/2019
Bison Investment Advisors, Llc The Woodlands TX 08/2019 Present
  • 03/2014 → 07/2019
    Arthur J. Gallagher & Co.
    Houston, TX
  • 04/2016 → 07/2019
    Kestra Financial Services, Inc.
    Austin, TX
  • 08/2019 → Present
    Bison Investment Advisors, Llc
    The Woodlands, TX
Previous Registrations
Other Businesses

INDEPENDENT LIFE INSURANCE AGENT - DEVOTES 2 HOURS A WEEK DURING TRADING BUSINESS HOURS, NOT INVESTMENT RELATED.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-05-27
S63 Uniform Securities Agent State Law Examination 2002-11-18
  • S65 Uniform Investment Adviser Law Examination
    2004-05-27
  • S63 Uniform Securities Agent State Law Examination
    2002-11-18
Designations

View on SEC IAPD

Other Firms

PROVIDENT WEALTH ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
J. W. COLE ADVISORS, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ROSSBY FINANCIAL, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ALLSTATE FINANCIAL ADVISORS, LLC
PFS INVESTMENTS INC.

Other Investors

DANIEL CORAL GOODWIN
Jeffrey Douglas Hackett
KRISTIN LEE SANDERS
JENNIFER JOYCE CHACHERE
LEISL MAJ DODSON
THOMAS JAMES HAYES
JAMES ALBERT MAHDAK
SUSAN MARIE HILL

Other Offices

PROVIDENT WEALTH ADVISORS, LLC · THE WOODLANDS, TX
AMERIPRISE FINANCIAL SERVICES, LLC · THE WOODLANDS, TX
J. W. COLE ADVISORS, INC. · THE WOODLANDS, TX
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · The Woodlands, TX
AMERIPRISE FINANCIAL SERVICES, LLC · The Woodlands, TX
ROSSBY FINANCIAL, LLC · The Woodlands, TX
STATE FARM INVESTMENT MANAGEMENT CORP. · The Woodlands, TX
ALLSTATE FINANCIAL ADVISORS, LLC · Spring, TX

More in The Woodlands, TX

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