David Allen Turner

Employer firm

Bison Investment Advisors, LLC CRD 149775

$158M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers
• BUSINESS CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 2016-04-20 → 2019-08-02
  Kestra Advisory Services, Llc
  Houston, TX
• 2014-04-24 → 2016-09-22
  Kestra Investment Services, Llc
  Houston, TX
• 2011-05-23 → 2014-03-13
  Robert W. Baird & Co. Incorporated
  Houston, TX
• 2009-10-05 → 2011-05-25
  Ameriprise Financial Services, Llc
  Friendswood, TX
  Houston, TX
• 2009-05-21 → 2009-10-05
  Ameriprise Advisor Services, Inc.
  Friendswood, TX
• 2006-02-24 → 2009-06-04
  Ubs Financial Services Inc.
  Houston, TX
• 2006-02-21 → 2006-03-23
  Citigroup Global Markets Inc.
  New York, NY
• 2004-05-28 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Houston, TX

Other Businesses

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

Exams

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

Designations

• Certified Financial Planner